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Financial Planning Services
Service Description
One of the keys to financial independence is to create and follow a sound financial plan. Anyone with a reasonable ability to earn, the discipline to save, and enough time, can become financially independent. We believe that a CFP working in conjunction with a CPA allows for a seamless integration of two distinct and critical financial advising functions.
Financial planning process
Financial planning is a process, not an event. That's why we've taken great care in developing a unique process to help ensure that your financial health is as good as it can be. We follow a 6-step process:
- Gather the data
- Set goals
- Analyze the data
- Design your plan
- Implement the plan
- Monitor the plan
Planning Strategies
We have access to hundreds of different products and services through which to implement your strategy. Your plan will vary based upon your unique needs and situation. To give you an idea of the range of options you have with Scott Yanker, we've outlined eight of the more commonly sought strategies below:
- Fee-based financial planning
- Estate planning
- Wealth management
- Long term care insurance
- Retirement planning
- Education planning
- Life & health insurance
- 401k plans
Experience Counts
Scott W. Yanker, CFP ® CFS, is a LPL Registered Principal. Scott has over 27 years of experience in financial planning and advising. Contact him to learn how his financial planning services might be of value to you.
