At Avantax Investment Services SM we have the a planning tool that will help us see if you are on target for your financial goals. A graph will help us see over the years if your money is going to last and allows us to monitor it and make changes as needed. The bottom line is-you either you have a plan or...you don't...
At Avantax Investment Services SM we also have The 8 Wealth Management Issues that is a comprehensive financial planning guideline to help you with life's issues. I find that on average individuals are vulnerable in 3 of these areas.