NYC Fee-Only Financial Planner Arthur Flores, CFP® Launches Important Strategies for Retirement Years
| PR Web |
With more Americans than ever before spending more years of their lives in retirement, Flores Financial Planning is now a resource to help retirees make sound financial decisions.
Flores ties all this together by using a retirement checklist to make sure that all aspects are covered. To help with financial organization, Flores Financial Planning presents clients with a Life Organizer, a binder that serves as a storage place for important financial and legal documents. Flores Financial Planning also answers the most common questions relating to
Flores says that other key areas of retirement with which he can assist involve the importance of making sure the client’s financial plan coordinates with their estate plan, by working together with the client’s attorney, CPA or other professionals.
Each client relationship begins with an initial no-obligation and complimentary consultation, designed to gain a better understanding of a client’s needs primarily in four important areas of life – Family, Profession/Interests, Goals/Fears and Asset/Liabilities. This meeting will help Flores Financial Planning to clearly and concisely depict the next steps in the planning process.
For more information visit: http://www.floresplanning.com.
About Us
Flores Financial Planning provides fee-only hourly financial planning services to individuals, families and business owners. Flores holds the CFP® designation and is a member of the
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