The best way to
predict the future is to create it |
Jason Kaufman |
Creating your financial future is an ongoing process.
As times change so do financial services, financial
products and financial planning approaches. But to know
where you are going, you must first determine where
you are.
Based on your responses, the Financial Planning
Analyzer (FPA) updates you on where you are today
and where you are likely to be down the road. Its insights
provide a basis that you and your financial advisor
can act on to "create" your financial future
with a unique emphasis on what is new rather
than what you know already.
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Explore an analysis of any of several vital areas of
interest, including:
- Increasing your retirement income
- Facilitating the continuation of your business
- Providing income for those you leave behind
- Preserving or building your estate
Currently, access to the FPA is available only through
qualified financial services companies who offer it
to their present and potential clients. Please contact
your financial services provider to find out whether
the FPA is available to you.
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