Plan For Your Goals: Financial Planning Blog
Articles To Help You Retire With Confidence
The Basic Guide To Tax Efficient Investing
Tax efficient investing is a strategic approach that aims to minimize the impact of taxes on your investment returns. By understanding the tax implications of various investment options and...
Education Planning Guide In Financial Planning
Education planning is an essential aspect of financial planning that helps you strategize and prepare for the future educational needs of yourself or your loved ones. An effective educational plan...
Retirement Expenses, Budget and Planning Considerations
As we approach retirement, we often start to wonder how much money we will need to live comfortably in our golden years. Whether you're planning on early retirement or have a few years left to go,...
Why Hire A Retirement Financial Advisor?
Planning for retirement can sound like a daunting task. There are many different ways to reach your financial retirement goals, and finding the best approach can be tricky. With retirement being a...
Early Retirement: What You Need To Know
Early retirement might sound like an impossible dream. We all hope that if we work hard enough and save our money right that we can have a long retirement filled with travel and time doing what we...
Planning Early For Inherited IRA Distributions Matters
Common Questions About Inherited IRA Distributions If you inherited an IRA after passage of the SECURE Act in 2020, you may be one of the many Americans who are confused about the rules for required...
Are You Including Social Security Income In Your Retirement Plan?
Dismissing Social Security Income Could Be A Big Mistake For decades now, folks have been unsure whether they should include their projected Social Security benefit in their retirement income plan....
How To Achieve Financial Freedom
What is financial freedom? Financial freedom is the ability to make choices without high financial stress. For many people, it involves being able to choose whether they want to work, when they...
Using Home Equity As An Income Source For Retirement
Major Source Of Wealth Our home is the emotional hub of our lives, going beyond the basic provision of comfort and shelter. They are where we build memories and a place which gives us nearness to...
Many have no financial plan for retirement. At Plan For Your Goals, my mission is to help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.
Branch Office: 5954 E Bay Blvd, Gulf Breeze, FL 32563
Check David's background on FINRA's BrokerCheck
Plan For Your Goals, LLC is a state registered investment adviser. Plan For Your Goals, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Plan For Your Goals, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan For Your Goals, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Plan For Your Goals, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Plan For Your Goals, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan For Your Goals, LLC. A copy of Plan For Your Goals, LLC’s current written disclosure statement discussing Plan For Your Goals, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website or directly from Plan For Your Goals, LLC: Click here to download a PDF copy.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Plan For Your Goals, LLC throughout this website has provided links to various other websites. While Plan For Your Goals, LLC believes this information to be current and valuable to its clients, Plan For Your Goals, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.
The SmartVestor program is made up of financial advisors and other investing pros from across the country. SmartVestor is an advertising service that Plan For Your Goals, LLC pays a monthly fee for introduction to potential clients. Our firm utilizes this service as a lead generator. SmartVestor utilizes the “Ramsey Values” and uses the Ramsey Solutions as a paid promoter of SmartVestor Pros. SmartVestor has a vetting process that includes a certain number of years of full-time experience as a registered securities professional, and agreement to the Code of Ethics. Potential clients can use this matching service at no cost.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.
Copyright © 2023 Plan For Your Goals, LLC. All rights reserved.