Financial Planning

Financial Planning

Advice about general savings and investing - financial planning is so much more! While how to save (and how much!), and where to invest those savings, is every bit important, prudent financial planning goes father than 'savings and investing.' The more you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you'll be able to control your financial destiny.

A well-grounded financial plan is essential when you want to accomplish specific financial goals. The more details you can provide, the more effective plan. An effective plan shoudl cover key aspects such as savings, budgeting, investing, tax planning, insurance planning, retirement planning, estate planning and much more.

What We Can Do For You

Our personalized approach to financial planning includes:

  • Discovering You: This is all about YOU! With your help, we can better understand what your wants and needs are. Through discovery and conversation we get to know you and help find solutions for your financial planning.
  • Strategizing: Now that we know what you want your financial future to look like, we will work together to create a financial strategy that will help you fulfill those financial goals.
  • Holistic Planning: Your overall financial strategy has you at the center. Developing a holistic plan for your life will help fulfill your overall financial plan. Each planning session brings you closer to achieving your financial goals.
  • Implementation: With experience on our side, we can go through the process of implementing your financial plans. By making the right investment decisions, choosing the right insurance plan for you and your family, saving enough (and regularly) to reach your retirement goals, or establishing an estate plan - our Financial Advisor, Jim Ziebarth, will be there with you every step of the way. 
  • Plan Review: We are here every step of the way to make sure your goals and objectives are being obtained. Through monitoring and review, we work with you to make modifications to the strategies and plans as and when needed.

**This information is general in nature and should not be construed as tax advice. FVSB Financial Services nor Osaic Institutions does not offer tax advice. Please consult your tax professional or legal advisor.