INVESTMENT PLANNING

Vinn Financial offers plans to help families invest for the future

Financial security is a combination of insurance protection, and savings and investments that accumulate over time.

“Most people don’t plan to fail, they just fail to plan” John L Beckley

So, my family is young, our expenses are high, my career is advancing… Should I wait until I earn more money and lower some expenses?

Sounds good but it never happens. Good is the enemy of best. Goal based financial plan helps you do what’s best for you and your family. Our goal is to make the financial planning process simple and eliminate the guesswork:

ESTABLISH YOUR WHY:  Providing for the next generation, college education, future weddings, making your dreams a reality, care for the health of you and your loved ones, having enough money for retirement. These are just a few excellent reasons to begin the planning process.

 

  1. First, we’ll learn all that we can about you, your family, and your collective plans. Telling us what’s in store will prepare us to identify and prioritize your goals, together.
  2. We will minimize risks: Protecting your family is one of our top priorities. Before moving forward with a plan, we identify areas areas in which you are financially vulnerable so that we can take action to protect your family and its assets.
  3. We will make a plan based on your needs, wants, and wishes. We’ll help you decide which savings, investment, and insurance strategies are right for your family.
  4. Next, we will monitor and adjust to keep you on your path for financial freedom. We understand that things change. We’ll create a flexible financial plan—and watch it closely—so that we’re prepared to respond to your needs and market fluctuations.
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