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Financial Planning

<b><span>Planning makes a difference.</span></b>

Planning makes a difference.

5 Reasons why you should work with Ifft & Palmer to create a financial plan:

  1. Focus on your goals in retirement and how you will pay for them.
  2. Address your concerns and expectations for retirement.
  3. Identify things that could pose a thread to your retirement and manage them.
  4. Feel more educated, confident and in control of your financial future.
  5. To help you navigate the complexity of financially moving into retirement.

Financial planning is about more than assets, investments, and net worth.  It’s about what you want to do with your money and why.  It’s about identifying your concerns, expectations, and goals—it’s about how you feel and what you want.

Ifft & Palmer can help address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits.  The confidence meter helps you gauge how likely you are to reach your goals and whether you are on track instead of focusing on headlines.