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The Financial Planning Center Comprehensive Financial Planning
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Your Guide to Opening an Account |
Are you interested in cost-effective, comprehensive financial planning? Purchasing mutual funds, stocks, UITs, REITs, bonds, annuities, insurance, or other investments.? Do you need to transfer your 401k from a previous employer? Are you considering opening, transferring, or combining your IRAs? Are you trying to determine which investment institution would be best for you?
This module was designed to provide you with questions you should be asking before an account is opened with any investment firm that offers any investments. Clicking on the individual questions below will provide you with a detailed explanation of that question
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Before you research an investment firm, know yourself.
What are you looking for? Do you posses the knowledge, experience, and foresight to make prudent, proactive decisions? To avoid potentially costly reactive decisions, you should have an integrated understanding of the investment market, current and future economic conditions, taxes, estate planning, insurance planning, retirement planning, Social Security benefits, and the benefits offered by your employer to identify inefficiencies, recognize weaknesses, and reduce risk while protecting wealth. If you feel no one is more competent than you, narrow your search to an on-line or discount investment firm. For those who realize the limits of their ability or simply wish to spend their valuable free time enjoying other activities, may benefit from the assistance of an experienced financial planner. Here is a list of questions that should be asked before opening a new account with any investment institution:
Click on any of the previous questions for a detailed explanation as to why each question should be asked.
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If You Desire More Time to Pursue Life's Pleasures, Find Out How a Certified Financial Planner Can Help.
Click Here for more information on financial planning and The Financial Planning Center
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Contact: ProActive Financial Planning
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