In short… it is Protecting a lifestyle, an asset or a need. Though investments are a source of funding for a plan, it is the strategy implemented that details how to reach a goal or goals. With a plan, you are looking forward in life and designing the most efficient path to success. In other words, you are a business…. much like Johnson and Johnson or Apple. Both companies have income and expenses. Both have tax IDs and file taxes. Both have financial plans that they follow. Do you?
This explains why iPlan is different from most financial advisors. Our business is built on the premise of protecting what matters most to you – your lifestyle! Think about it…. It doesn’t matter if you make $50,000 or $500,000. You are probably most concerned with protecting or improving your lifestyle. However, most advisors will only want to focus on how much you can give them and market performance. Why worry only about market performance when your lifestyle is what needs to be protected?
We will be the first to admit that we are not for everyone. For example, if you are only concerned with portfolio returns, we may not be a good fit. However, I would caution you to ask yourself; how is a market return going to reduce my taxes, pay for my medical care, or take care of my family or business?
iPlan. Do you?