Financial Planning Experience (FPE)

Challenges you to think about your future in a different way. Through our FPE platform we deliver quarterly reports with educational, relevant, interactive, collaborative actionable content.

The quarterly delivery will follow the set format below:

  • Quarter 1 - Financial Planning: Short, Medium and Long Term goals. Tax Strategies, Cash Flow, Net Worth.

  • Quarter 2 - Investment Planning: Review portfolio performance, revisit investment strategy, risk tolerance, and goal timelines

  • Quarter 3 - Protection Planning: Review employee benefits, cash flow and retirement savings, estate planning, beneficiaries and long-term care

  • Quarter 4 - Year-End Tax Planning*: Tax loss harvesting, RMD, Tax distributions, planning for next year

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*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.