The definition of Financial Planning is very broad.
It could mean something as simple as
preparing a budget, a home purchase,
estate planning, funding a college education
or as complicated as selling your stock
in a privately held company.
Regardless of the level of complexity,
it's important to maintain an ongoing involvement
in the process of planning your financial future.
Simply put, that is what Financial Planning is all about. Being prepared for all of life's turn of events
while working toward one's goals.
The only reason to have life insurance
is to prevent an economic loss
such as dependents and financial obligations.
"People at work or money at work, period."
Perhaps you have heard of using stocks, commodities or even gold for your IRA investment...
Did you know that you can also include real estate?
You can take advantage of owning property
and use your own IRA to fund it.
Real Estate IRA's may include:
© 2023 PLAN B INVESTMENTS, INC.
Financial Member FINRA/SIPC Registered Investment Advisor