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Financial Planning Matters.
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Financial Planning Matters
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191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Retirement Planning in Uncertain Times. It is always a good time to take stock of your current financial situation and readiness to meet your retirement needs and other financial goals. Are you on track for a comfortable retirement? Is early retirement a possibility? Can you afford to retire at all? Do you have questions about the best time to take Social Security Benefits? Are you confused by your health care choices? Let Financial Planning Ma...
Financial Planning Matters
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191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. The FPM Value Difference. Clients seeking financial advice have many alternatives from which to choose. FPM is interested in serving clients who find the following combination. FPM receives no commissions or referral fees and has no products to sell. We assess each situation and provide fee-only advice that is solely based on the needs of each client. Focus on the needs of retirees and those planning for retirement.
Financial Planning Matters
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191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Even in normal economic times, each transition to a new stage in life carries with it financial implications along with the new roles and responsibilities. Common planning opportunities include:. 1 Newly Married /Parents of Young Children. Budgeting and debt management. Savings strategies, including college planning. Making initial insurance decisions-life, disability. 2 Middle Age and Later Adulthood. Funding decisions for college. 6 How We Ca...
Financial Planning Matters
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191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Joseph Goodman, CFP , CPA. Company President Joseph L. Goodman founded Financial Planning Matters to offer an independent perspective for individuals and small businesses. Planning for the financial challenges of today's economic environment. Joe's commitment to excellence and financial management services. As well as his interest in the needs of seniors and other individuals facing life transitions, is reflected in his credentials and education.
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191 Post Road West. Westport, CT 06880. Fairfield, CT 06824. Client Forms and Newsletters. FPM's Form ADV Part II.
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Financial Planning Matters has operated on the Mornington Peninsula since 1990. We have had the privilege of dealing with thousands of clients and gaining experience through their varied situations. Our clients are typically close to retirement or retired and require advice to structure their affairs effectively in retirement to maximise income, minimise tax, qualify for government entitlements and draw on our experience to provide guidance. ABN 38 078 629 973 AFSL No 245451 Privacy.
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