Financial Planning
Financial Planning
Through Financial Planning we can address the vast variety of financial issues impacting your life. Some
of these issues may include:
- Retirement Planning
- College and Education Planning
- Tax Planning
- Estate Planning
- Elder Care Planning
- Risk Management and Insurance
- Charitable Planning
- Debt Management
- Social Security Income Planning
Every client’s financial situation is different and financial planning is a dynamic process. Your financial
goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance,
retirement, career change, marriage, house purchase or a growing family. As you begin to consider how
best to manage your financial future, you should feel confident knowing that with a CFP® professional,
you’re working with someone seeking to provide you with the highest standard of financial planning.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
joseph.m.jabar@lpl.com | (207) 873-7654