Personal Financial Planning Products
Fee-Based Financial Planning
Successful financial planning is based on a comprehensive approach in developing a plan tailored to your individual needs. Whether you are in your retirement years and concerned about income distribution, or still accumulating for retirement or have other needs, our focus is to work with you to achieve these goals.
Components of Financial Planning
- Assessing your financial situation
- Protecting against financial crisis
- Investment planning
- Retirement planning
- Saving for major expenses
- Tax planning
- Estate planning
Financial Planning Process
- Determine financial objectives
- Collect data
- Analyze information and create financial plan
- Present financial plan and make recommendations
- Implement financial plan
- Review progress
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | KS | ME | MO | MS | NE | OK | SD | TX | UT | VA Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.