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Financial Planning

What is a financial plan?

Financial planning involves a comprehensive evaluation of your current and future financial state by using currently known information to predict future cash flows, asset values, and spending. Proper financial planning is an essential factor in long-term economic security and success.

Oakmonte Wealth Management has experience in professional financial planning involving a wide range of matters and has determined that the key areas of any sound financial plan include:

  • Clearly defined goals
  • Asset allocation
  • Tax planning
  • Cash flow analysis
  • Longevity planning
  • Accurate net worth statement
Oakmonte Wealth Management What Is Financial Planning
Oakmonte Wealth Managment How Financial Planning Help

How can a financial plan help protect against market volatility?

A financial plan can help protect you against market volatility by planning for it. The financial market is unpredictable and constantly changing. A properly designed financial plan will account for market volatility along the way by maintaining sufficient reserves and liquidity to meet spending goals even during tough markets.

How can a financial plan help a business owner?

A financial plan can provide a business owner with a comprehensive view of their assets, liabilities and cash flows across their various asset classes and passive and active investments. This can prove especially helpful to business owners with active and complex portfolios and assist them in their business decisions.

How does a financial plan work with my estate or asset protection planning?

A financial plan should be seamlessly coordinated with your estate and asset protection planning to provide you with an organized view of the location, ownership, and values of assets across your various estate or asset protection planning structures and entities.

Why should you have a financial plan?

A financial plan provides you with a detailed roadmap of your finances, allowing you to determine where you stand today and what steps need to be taken in order to ensure your goals are met in the future. A professional financial planner can evaluate your current assets and develop a customized long-term plan to maximize gains and mitigate potential risks.

Oakmonte Wealth Managment Financial Planning Estate
Oakmonte Wealth Management Financial Planning We Can Work Together

We can work together.

Oakmonte Wealth Management services the greater Central Florida community. Contact our office today to schedule a consultation. Together, we can discuss your financial situation and create a personalized plan for success.

In addition to financial planning, Oakmonte Wealth Management also provides wealth management and retirement planning throughout Central Florida and the surrounding areas. Please visit our other practice pages to learn more about our services and how we can assist you.

We can help you plan for the future. Contact us today for more information.

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