Trillium Advisory Group
financial services & consulting
Financial Planning Overview
Financial Planning is an often misunderstood concept. The overall goal of Financial Planning is to integrate tax, insurance, and investment planning into a comprehensive plan that helps individuals and families alike strategically maximize their assets to reach their financial goals.
Personal Financial Planning Coordinates:
Tax Management
Risk Management
Retirement Income Planning
Education Funding
Investments & Asset Allocation
Estate Planning
Building A Financial Future Has Three Phases:
Financial Foundation
Cash Management- Analysis of budgeting, debt management and tax management to improve cash flow, create more discretionary income and reduce or defer income tax liability.
Risk Management- Evaluation of insurance and asset protection to reduce exposure to a devastating financial loss from a catastrophic event such as a premature death, disability or lawsuit.
Liquidity- Help ensure an adequate cash reserve for emergencies and opportunities.
Accumulation of Wealth
Creating an appropriate allocation model and efficient portfolio management are the primary components in the wealth accumulation stage. Such goals may include:
- Retirement Income Planning
- Education Funding
- Wealth Creation
Preservation of Capital
To help prevent erosion of your wealth through estate taxation and liability exposure, it is important to preserve your capital with wills, trusts, and tax reduction strategies.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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We are registered to sell Securities in the following states: California, Florida
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