What Does It Mean To Have A Financial Plan?
Degrees of Planning
The answer can vary greatly. A true financial plan includes more than money and investments. Our process creates a personalized roadmap that assists you in reaching your goals and dreams.
Those who could benefit from a foundational plan include:
- New family
- Individuals making a great start
- People wanting a savings plan
- People going through life changes
- “Putting it all together” mindset
- A “getting from here to there” goal
- People wanted to manage debt
Emergent planning candidates may be identified as:
- Business owners
- Corporations /Corporate ownership
- Tax Strategies
- Investment Planning
- Retirement Income
- Special needs planning
Prospective advanced planning clients tend to have issues like:
- High net-worth
- Wealth preservation
- Estate transfer
- Business succession
- Multiple entities
- Generational planning
- Legacy planning
- Charitable gift planning
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Cambridge does not provide tax advice.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
9724 Kingston Pike, Suite 701
Knoxville, TN 37922
(865) 357-7370 Phone
(865) 357-7374 Fax
126 Stonehenge Drive, Suite C-3
Crossville, TN 38558