There are many questions surrounding the financial planning process: How much should I save for retirement? What type of investments should I own? What is the amount of life insurance that I need? How do I save on taxes? Will I be ok in retirement?

Financial Planning involves assessing your current financial position, goals and priorities and developing a road map for how you can most comfortably get from where you are to where you want to be. In this presentation, we will simplify the process and look at some general financial planning concerns. While there is no such thing as a “one-size-fits-all” financial plan, this overview should assist you in thinking about your own needs.