Financial Planning

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Financial planning* typically encompasses a number of critical areas, including retirement planning, estate planning, insurance, tax planning, investment management, cash management and budgeting. Depending on client needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care.

Planning for the future can seem overwhelming at times because there are so many options to consider. However, if we start by answering some basic questions, the answers to those questions will then create a foundation on which to base sound financial planning decisions going forward.

 

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client.  Ifrah Financial does not serve as an attorney, accountant, or insurance agent. Ifrah Financial does not prepare legal documents or tax returns, nor does it sell insurance products.

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