Comprehensive Financial Planning

Bridging the Financial Gap -- Today, Tomorrow and Beyond

Financial Planning is the long-term process of efficiently managing your finances so you can achieve your goals and dreams. This process also includes managing and overcoming financial hurdles that arise in the various stages of life. Financial Planning is a constantly evolving process, not a specific product. There are many sub-topics within financial planning such as:

  • Retirement Planning
  • Estate Planning
  • Divorce Planning
  • Income/Expense Analysis (Cash Flow)
  • College Planning
  • Risk Management
  • Asset Protection
  • Asset Allocation Analysis

Your current financial position is a key factor in your Financial Plan. It is essential to understand where you are today before you can begin your financial journey to where you would like to be. Your net-worth statement and income statement are essential financial planning tools. They help you:

  • Check progress towards financial goals
  • Plan for changes in assets or liabilities
  • Estimate how well dependent survivors would be able to live on their current inheritance
  • Estimate retirement income potential
  • Chart financial progress over the years

A net-worth assessment should be performed at least annually, and whenever there is a major change in assets and/or liabilities.

Photos Courtesy of:  Sarah A. Salem

Quint Wealth Management, Inc. (Quint Investments & Insurance Services) is a Registered Investment Adviser in New York. We are allowed to do business in New York and other states where we are registered, exempted, or excluded from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Quint Risk Management, Inc. and individually licensed and appointed insurance agents.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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