What Goes Into a Customized Financial Plan?

Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.

 

Read more and get additional financial resources here: http://petersonfg.com/what-goes-into-a-customized-financial-plan/ 

 

What we discuss on this show: 

1:20 - What is the planned retirement age?

3:47 - What is your lifestyle and income needs?

5:21 - What is your risk tolerance?

7:21 - Does health history factor in?

9:22 - Will you leave a legacy?