Financial Planning provides a comprehensive view of your financial situation and recommends specific actions for you to take in the short, medium and long term time horizons.

Planning is a collaborative process between D. A. Flowers & Company and you. Our role is to understand your goals, aspirations and concerns and then translate those ideas into concrete objectives that can be addressed with specific strategies.

Plans are tailored to the specific needs of each individual client, however, a typical plan will address the following six areas:

  • Personal Financial Situation
  • Investments
  • Risk Management/Insurance
  • Retirement Planning
  • Tax Strategies
  • Estate Planning

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