INSIGHT INTO THOSE we serve
Considering for the First Time a Financial Planner at Your Side
For you, TAKING THE MYSTERY OUT OF PLANNING AND BRINGING CLARITY TO YOUR FINANCIAL PICTURE
Who are you?
- You may want to organize your finances for the first time.
- You may have questions about college planning, saving for additional family needs, or managing investment accounts.
- You may face the need to become organized around other common wealth management issues such as insurance, estate planning, or eldercare for parents.
- You may be newly single who needs guidance and education on investing.
- You may seek structure around planning for your future and your retirement.
Discover how the Kingsdale Financial Planning Process can help first-time planners feel at ease and benefit from the power of a custom plan
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For Those Investing for Retirement, BALANCE YOUR NEEDS TODAY WITH PLANNING FOR YOUR FUTURE
- You may want to get the most out of your retirement planning at work while planning for college, saving for additional family needs, or managing outside investment accounts.
- You may face the need to become organized around other common retirement planning questions like asset allocation, life insurance, and when you can retire.
- You may seek structure around planning for your retirement to get and stay on track.
Discover how the Kingsdale Financial Planning Process can help professionals and business owners balance your needs today with plans for the long-term here.
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Retirement Planning FOR GREATER CONTROL OVER YOUR RETIREMENT
- You may be concerned about the risks you face such as retiring too early, replacing your income from work, or lifetime healthcare costs.
- You may also wonder about how to deal with the effects of inflation, pay for healthcare, or afford long-term-care insurance.
- To create the life you desire you know you need to pay expenses from your retirement portfolio.
- You would like clarity about how much you can spend in retirement without having to worry about running out of money.
Discover how the Kingsdale Financial Planning Process can help you gain greater control over your retirement here.
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For Retirees, Sail Through Retirement WITH CAREFUL PLANNING ACCORDING TO YOUR SITUATION
- The real possibility of living 30 years post-retirement raises health, legacy, and planning concerns.
- You may face additional family issues that you must consider as you put your affairs in order to protect yourself, a spouse, and your heirs.
- Estate planning also requires selecting and coordinating professionals from different domains and getting them all to follow the same sheet of music.
Discover how the Kingsdale Financial Planning Process can help you achieve greater control over ensuring that your wishes are incorporated into your estate planning here.
