Planning - Personal
financial planning is the development and implementation of total,
coordinated plans for the achievement of one’s overall financial
Allocation - Asset
allocation is the process of allocating investment funds to specific asset
classes so that expected return is maximized for a given asset.
Planning - With
some forethought and starting your investment program at age 19 to age 30,
you would have in excess of $1.1 million at age 65, assuming an annual
compound rate of 10%.
Risk - Most
investment advisors are in agreement that it is more accurate to think of
investors as typically being loss adverse rather than risk adverse.
Planning - After
you have decided what your goals are, you need to go about the task of
determining what you will have available for adequate resources upon
Planning - Estate
planning is the creation, conservation and utilization of family resources
to obtain the maximum support and security for the family in their
lifetime and after death.
Capital - By
setting up one or more charitable trust instruments, you can personally
and powerfully impact your community or other institutions that will
perpetuate the principles and values that most accurately reflect your own
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