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Daniel J. Disimile, CFP
Financial Planning
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Investment Advisory: Daniel J. Disimile – Financial Planning

“A good plan, violently executed now, is better than a perfect plan next week.”                                   

General George S. Patton Jr.


What does Financial Planning do?

Financial planning sets realistic financial goals and strategies for achievement, for both short and long term time horizons.

By examining assets and liabilities, income sources, insurance and investment plans, tax and estate plans, we can create a strategy to enhance your future financial wealth from your current financial health.

Any financial weaknesses are exposed, and all financial strengths reinforced.



Process Chart


Why is financial planning necessary?

Most are not totally immersed in the world of financial service and staying current on the latest and best strategies that impact our investments, insurance, or tax planning strategies is a challenge.
 
Estate planning laws are constantly changing as does tax policy.  Retirement planning can overwhelm from finding the best vehicle to choosing the best investments. Our financial affairs are personal and complex and when one area of your financial situation changes, it impact others.
 
A financial plan can provide a complete analysis of the resources and obstacles at your disposal that if properly managed will help you achieve your financial goals.  All plans are customized and tailored to your individual needs and lifestyle.  A financial plan should help those who are serious about money and interested in making the best financial decisions right now.

 
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