FundEX Investments Inc. is not responsible for any activities related to other gainful occupations that are not the business (Mutual Funds) of FundEX Investments Inc. and are not the responsibility of FundEX Investments Inc.
Financial Planning
Financial planning consists of the following six distinct steps. When it's comprehensive financial planning guidance you want, these are the steps that should guide your planner. Be familiar with them. They'll help you get the most out of the process. And remember, it's this big-picture approach that sets financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.
- Establish the client—planner engagement
- Gather client data and determine your goals and expectations
- Clarify your present financial status and identify any problem areas and opportunities
- Develop and present the financial plan
- Implement your financial plan
- Monitor the financial plan
Not everyone requires a comprehensive Financial Plan. Planning may be limited to a specific objective that is a priority to the client. Often we will provide our clients with the information they require to make an educated decision as to the best product or service for their particular need. The need is often limited to:
- Personal Insurance Coverage
- Group Life & Health Coverage
- Education Savings Plans
- Retirement Savings
- Retirement Income
- Regular Savings
and many more ...
As brokers we maintain access to quotation systems that survey insurance companies for rates and coverage that suit every individual and their specific needs. A sampling of the cost comparative information can be seen at www.winquote.net.