Financial Advisor Plan

A financial advisor plan is put together by a licensed financial advisor. Commonly referred to as a financial plan, or life plan, it takes into account the age of the portfolio owner, his or her tolerance to risk, and any withdrawal or liquidity requirements. It is important to have a financial plan in place as we age, due to the fact that very few employers still offer retirement plans and social security is greatly under strain lacking resources. A financial advisor plan can help ensure that as people get older, they will have the financial means to meet health, housing and lifestyle needs.

Fast Facts

  • No financial advisor plan could anticipate the severity of the sub-prime mortgage failure, costing US residents hundreds of billions of dollars
  • The great mojority of Americans are relying on Social Security to cover the costs of their retirement

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  • Financial Planning for the Elderly

      Financial planning for the Elderly is a misnomer.  A more accurate title would be Financial Planning for whe...
    • Site: elderlawfirms.com
  • Insurance for Nursing Homes

      Nursing Home care today can cost as much as $10,000 dollars a month depending on where in the U.S. that you ...
    • Site: elderlawfirms.com
  • The Three Step Strategy to Estate Planning

    Results are important, not just the documents. For proper estate planning it is important to have clear, compr...
    • By: Charles Dorwart
    • Site: estateplanninglawfirms.com
    • 2 of 3 user(s) found this useful
  • IRA and 401k Law Planning

    The new law gradually increases the amount you can contribute each year to a traditional IRA or Roth IRA** fro...
    • Site: estateplanninglawfirms.com
    • 1 of 1 user(s) found this useful
  • Using Bankruptcy to Save a Home

    Bankruptcy is used as a last resort to save a home from foreclosure.  Bankruptcies are filed in Federal court....
    • Site: foreclosurelawfirms.com

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