The Standards of Professional Conduct defines financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources."
Financial planning is a long-term process of wisely managing your finances so you can achieve your goals and dreams, while navigating the financial hurdles that inevitably arise throughout life. Thus, monitoring and adjusting your plan on a ongoing basis is important in achieving your goals.
Financial planning services are offered through Spectrum Capital Investment Group, Inc., a Registered Investment Adviser registered with the Securities Exchange Commission.
firstname.lastname@example.org | 949 502 6700