At Danisi Financial Group, our Financial Planning Specialist partners are here to assist you in devising strategies that will enable you to reach your financial goals. Specifically, our comprehensive financial planning encompasses the following key areas:
Personal Finances and Taxation
- Preparation and thorough analysis of your personal financial statement.
- General insights into your financial status and potential tax planning strategies.
Retirement
- In-depth examination of your retirement prospects through multiple projected scenarios.
Insurance and Risk Management
- Assessment of life insurance needs in the event of a spouse's passing.
- Evaluation of your liquidity in case of your passing.
- Estimation of your disability insurance requirements.
Legal and Estate Considerations
- Compilation of your estate balance sheet along with general observations.
- Estimation of your tax liability upon your passing.
Business Aspects
- General insights and recommendations related to your business.
Planning Process
The key steps involved in delivering this service include:
- Gathering Information and Defining Objectives: Collecting your personal and financial data while identifying your financial goals.
- Creating a Snapshot of Your Current Situation: Forming a comprehensive overview of your existing financial status.
- Analyzing Your Situation: Conducting a thorough analysis of your financial circumstances.
- Preparing a Written Report with Customized Recommendations: Drafting a detailed report that includes specific findings and tailored recommendations.
- Meeting and Discussion: Meeting with you to present the results of the financial plan and engage in discussions about potential strategies.
