Many people think they have a plan when really, they just have a portfolio.

A true and comprehensive Financial Plan connects all the dots of managing your financial future:

• Cash flow planning
• Understanding your specific retirement and legacy goals
• Risk mitigation through appropriate legal structures and transferring risk to insurance companies
• Tax mitigation
• Wealth transfer through effective estate planning
• Investment consulting

As you can see your investment portfolio is but one aspect of your financial future blueprint.

If you would like to build a comprehensive Financial Plan that blueprints your individual financial future, not just the impact of the Market, email gclarke@uswealthclarke.com.