Personal Financial Planning... Are You Prepared
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Personal Financial Planning... Are You Prepared? By Alexis M. Jensen, CPA/PFS Partner and Shareholder As individuals, we have a greater responsibility to provide for our own financial security than did previous generations. At Zdonek & Wolowicz, we offer Personal Financial Planning and Wealth Management Services to our clients in order to prepare them for a successful future. We focus on assisting clients with mapping out a financial plan that is personally suited to their lifestyle. These plans encompass a wide variety of criteria, and are based on the client's own personal financial sit- uation, goals, timetable, and objectives. Do I Need Personal Financial Planning? Planning for a secure financial future is not easy. * Maybe you're saving to buy your first home. * Perhaps starting your own business is a dream. * The costs of a college education have spiraled and you may wonder how you will pay for your child's education. * You will probably live longer. Additional years after retirement can cost more than originally planned. * Your company pension plan and Social Security may not be enough to maintain your standard of living after retirement. * Complex financial marketplace and changing tax laws make it difficult to understand your financial picture. Why is a personal financial plan beneficial? Planning for a secure future is not as easy as it was a generation ago. With today's complex financial marketplace, and the new tax laws to consider, it is difficult to keep up with all the changes and how they may affect your financial situation. At Zdonek & Wolowicz, we offer a well- organized system of using your resources to achieve your own personal financial goals, both now and in the future. For more information on personal financial planning and how it can enhance your financial situation, contact Alexis Jensen at (310) 378-9911.