Financial Planning

 

Financial Planning & Wealth Management
 

Financial planning is the process of meeting life goals through the proper management of finances. Fogarty Financial Services follows the International Association of Registered Financial Consultants high standards of ethics, education, examination, licensure, experience, professional pratice record and continuing education when evaluating a client's current financial picture and making recommendations for achieving future goals.  A Registered Financial Consultant (RFC) is an earned designation and certificate which allows us to assist with the following types of planning:

 

        • Retirement income planning
        • Education savings planning
        • Protection needs analysis
        • Estate analysis
        • Wealth management and transfer
        • Charitable gift planning
        • Consolidated reporting - a single, unified reporting of all financial assets to ensure coordination of benefits, investments, real estate holdings, retirement plans, and tax reduction strategies 

 

To receive personalized information about how we can help with any of your specific planning concerns, please e-mail