FINANCIAL PLANNING
Financial Planning is a process. It gets you from where you are today to where you want to be tomorrow and keeps you focused on the path.
There are 5 specific steps in the process.
- Gather data to assess your current financial situation.
- Identify the financial, personal and other goals that are important to you and your family.
- Assess your risk tolerance and how it relates to the investments you make to reach your financial goals.
- Create a financial plan that considers all the elements of investing, asset-allocation, tax planning, asset and estate protection, etc. that will get you to where you want to be in 10-15 years out.
- Implement, monitor, and adjust your plan as family cycle, circumstances and events change.
We have the resources and experience to work with you in this area.
Securities and advisory services offered through The Strategic Financial Alliance, Inc (SFA). California Ins. Lic. # 0C76004. David Levinson is a registered representative and investment advisor representative of SFA which is unaffiliated with David Levinson CPA & Associates.