Financial Planning

Learn how the decisions you make today will affect your financial future.

There have been and always will be multiple paths to succeeding in your financial goals. Maybe for you it’s finding the fastest route. Maybe it’s the easiest path. Perhaps it’s finding the most careful, safest course.

Regardless of how you want to get there, what’s critical is that you are always thinking about what to do next with your wealth so you can stay on the path to success.

It’s important to remember your financial plan is about more than just money. An integrated financial plan isn’t only about your goals, it’s also about your core values. What matters most to you in life? How does your wealth relate to that? What should your wealth help you accomplish? What could it accomplish for others?

Proper financial planning looks at your current and future situation from a variety of perspectives.

Cash Flow Planning

Budget Planning
College Planning
Retirement Funding
Business & Investment Opportunities
Gift & Charitable Funding

Estate Planning

Beneficiary Review
Document Review
Estate Value Projections
Estate Tax Calculation
Business Valuation Analytics

Insurance Planning

Life Insurance Needs Analysis
Life Insurance Policy Review
LTC Needs Analysis
Premium Funding Strategies
Policy Structure

Investment Portfolio

Asset Allocation
Risk Assessment
Cost Structure
Performance Analysis
Investment Policy

Assessing your current financial situation starts with some big-picture questions.

What do I have?
A good financial plan starts with a clear understanding of your assets, your investments and how they affect each other.

Are your tax planning and investment decisions working together?
Do you know how much your business is worth?
Do you know the legal ownership of your assets and investments?
Do you know the tax impact of liquidating one asset versus another?
Which document is used to determine who gets your assets when you die? A will? A trust? A buy/sell agreement? A beneficiary form?

What do I need?
Once you have a picture of your current financial situation, you can better predict what you’ll need to accomplish your goals.

Will you have the cash flow in retirement to live the way you want?
Do you have the right insurance coverage in place?
Is the structure in place to pass your wealth to your beneficiaries?
Do you know how to get cash from your investments or business if you need or want to stop working?

How do I get there?
The complexity of wealth planning—the taxes, investments, business valuations, etc.—can be eased by working with the proper professionals who can help in each of these areas. When you create a financial plan with Eide Bailly, you’ll get the benefit of having all your needed resources in one place. You’ll have access to tax advisors, financial planners, business and financial advisors, and valuation analysts.

What to Expect When You Work with Eide Bailly
Our dedicated team of professionals uses an integrative approach to create a unified financial plan. As life changes, so should your plan. When you work with Eide Bailly’s Financial Planning team, you’ll understand what you have, what it’s worth and where you can go.

Whether you’re selling a business, transitioning wealth, planning your estate or investing assets, each process requires detailed planning. Our dedicated team of professionals uses an integrative approach to create a unified wealth plan. As life changes, so should your plan. When you work with Eide Bailly’s financial planning team, you’ll understand what you have, what it’s worth and where you can go.

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