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Financial Plans

Your Financial Plan


A financial plan is simple. It offers you a comprehensive assessment of your current financial situation, and it lays out a detailed action plan to help you achieve whatever goal you desire over your specified time horizon.

Think of a financial plan as a road map. It charts your path forward based on your desired destination (your financial goal), and knowledge about the past performance of different investment tools to get you there, as well as how long your goal will take to accomplish.

A financial plan can be as simple as buying a new car, house, vacation home or that trip you have been dreaming of. It can also be a plan to send your children to the college of their choice or for you to retire comfortably.

This plan, in conjunction with advice from a tax accountant or CPA, will put you in the appropriate investments while saving on your taxes at the state and/or federal level. 

The way to start your financial plan is to contact Monmouth Financial Services immediately to schedule a no fee consultation.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



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