FINANCIAL PLANNING

WHY CHOOSE BONFANTI INVESTMENT SERVICES?

When looking for a financial planner, an important consideration of who to choose should be how that person views financial planning. We view financial planning as an ongoing conversation around what your “ideal” future would be. Since there is no way to tell what life will throw at us, our role in that discussion is that of the financially well-educated and objective sounding board. The truth is we don’t know what is going to happen over the next twenty years. Life happens. Goals change. Unexpected events, good and bad, occur.

We believe people need a planner, and the computer generated plan is not as important. They need an objective advisor who can help them deal with the emotions that affect us all when things don’t go according to plan – whether that is opportunities or emergencies. Our job as your financial planner is to help you make small adjustments along the way. If we can help you balance between enjoying today and planning for the future, we can help you avoid making big mistakes that will set you back along the way.

FINANCIAL PLANNING PROCESS

Our financial planning process is specifically designed to help you determine your priorities and financial goals, take an objective look at where you stand, and detail a realistic plan that is necessary to pursue your goals. We review your situation by utilizing this financial planning process.

While no two financial plans are the same, we want to be sure all of these areas are working together:

  • CASH FLOW MANAGEMENT
  • INSURANCE REVIEW
  • EDUCATION PLANNING
  • INVESTMENTS REVIEW
  • RETIREMENT PLANNING
  • TAX STRATEGY REVIEW
  • ESTATE PLANNING

WHAT TO EXPECT DURING A COMPLIMENTARY CONSULATION

Our initial meeting will be primarily fact-finding in nature. We encourage you to bring your most recent statements and any questions you have for us. We will focus on your current and future financial concerns as well as your expectations for working together. Once we have had a chance to understand how we can help you, we will walk you through the services that we offer and answer any questions you may have.