|
| Personal Financial Planning"Is this only for the elite? Only for those who have substantial financial holdings?" Typically, financial planning is viewed upon as a mysterious business. While the elite have their own personal financial planners, what about the other 90% of the population? Your answer may be, "I already receive financial advice from my investment dealer, banker and friends". The problem is that this advice typically tends to be bias to a particular investment strategy or product. An investment or mutual fund dealer who represents a certain line of investments, will tend to steer your purchases to the same line of products. The is similar to a Ford Auto dealer who will certainly try and sell you a Ford instead of a Chevy! Where can you turn for un-bias financial planning advice. The answer is Choquette & Company. Choquette & Company Accounting Group Incorporated provides full financial planning services. These services are integrated within our business and personal accounting and taxation services, which means that if you have your tax return or financial statements prepared by our firm, you can easily benefit from the valuable financial planning services. Your next questions may be, "This is going to be expensive, Right?". Actually, personal financial planning tends to be very affordable. We have yet to find a client that has not financially benefited from using our personal financially planning services, (and if this should ever happen - the fee's on us!). What type of financial planning do we provide? Here is a partial list. Ask yourself if you have ever had questions regarding the following:
Select the sample financial plans from the Quick Launch menu:
|
|
|