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Your Life Circumstances

Depending on when you’ve decided to start your financial “journey,” you may be at one of several different stages in life. But not to worry, the important part is that you have started the process. To get an idea of how Plan & Act will play a role along the way, browse the following categories to see which one fits you best (and how we’ll be there to help you along).

Getting Started

The Early Years - Gaining your independence in the world and are becoming self-supportive.

So you’ve gained your independence in the world and are becoming self-supportive. With your new found freedom comes a new career, opportunities to save for purchasing a home, pay off student loans, and build a sizeable nest egg for your future. In a generation where relying on your own savings to retire is vitally important, you can depend on Plan & Act’s professional representatives to give you the tools and guidance you need to start building a solid financial future.

You may have little to no investment experience, but not to worry. We can help you develop a financial plan and get you started with our Money Management services to start building wealth. The sooner you start the planning process with Plan & Act, the greater the impact will be on your financial security over time. The road to your financial independence starts here.

Wealth Accumulation

You’re Growing Up Now - Getting married, starting a family… you need to strike a healthy financial balance.

It is without question that having a home, getting married and starting a family demand that you strike a healthy financial balance. You may be considering which investment options will best help you to build wealth, establish college funding for the kids, as well as obtain life insurance to protect your family.

Plan & Act understands the financial obligations that you face at this stage of your life. We have a proven and affordable financial planning system as well as Investment Advice services to help you implement a uniquely created plan that fits your lifestyle and future goals while seeking to grow your assets. Take advantage of our services today.

Rapid Growth

Working Hard for Your Money - You want to make sure your money is working hard for you too.

You work hard for your money and you want your money to work hard for you, so getting reassurance that your portfolio is invested properly is a wise decision. Plan & Act is dedicated to assisting you in developing a comprehensive financial plan to help you save for short and long term goals, prepare for retirement and dedicate savings for your personal vacations or fun hobbies.

In addition to delivering your plan, we can also provide you with investment solutions through our Investment Advice services. With a growing portfolio risk level, tax planning and other more advanced financial strategies become increasingly important. Plan & Act’s experienced representatives will help you execute and monitor a financial plan that seeks to grow your portfolio in accordance with your tolerance for risk and goals in life. Contact us today.

Financial Freedom

Your Dream is Just Around the Corner - Getting closer to retirement, it’s time to think of ways you will support yourself once you no longer have a paycheck.

As you approach retirement, you may be thinking of ways you will support yourself once you no longer have a paycheck. Whether you would like to start pursuing lifelong dreams, start a business, semi-retire, or embark on a second career, Plan & Act can help you implement the right financial plan that fits your financial objectives.

With the known challenges of inflation, paying off debt and the possibility of outliving savings, etc., our representatives will help you put into action the plan that best helps you confront and manage them as you near retirement. Let us help you today.

Enjoying Retirement

Enjoy the Fruits of your Labor - Congratulations! Your hard work has finally afforded you with the opportunity to retire!

Congratulations! Your hard work has finally afforded you with the opportunity to retire! A vital part of continuing to enjoy the fruit of your labor is maximizing your savings so that you can avoid outliving your retirement income. Depending on your needs, Plan & Act’s experienced representatives will help you get the most from your investments that you have worked so diligently to build.

We will help you put into place strategies such as lowering investment risks, preserving assets, consolidation, leaving a legacy, distributing assets and, reducing estate taxes. Plan & Act is here for you when you need us most. We look forward to servicing your financial needs today.

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