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What is Real Financial Planning?
Integrated Financial Group’s Mike Tarrant is on a mission.
Mike wants to educate and advise clients using real, common-sense financial planning so they can live empowered, fuller lives and possess the resources to help others. His thoughtful, time-tested approach to money management and retirement, investing and business planning works toward freeing clients up to focus on what matters most to them.
As a professional with over 25-years’ experience, Mike believes real financial planning goes beyond managing an investment portfolio or making a referral for life insurance coverage. Real financial planning involves a long-term relationship with an experienced professional who seeks to help you close the gap between where you are and where you want to be.
Real financial planning is advice that helps you manage next month, next year, and the next big thing.
It’s shared insight on selecting benefits for your employees, setting up a college savings plan for your kids and grandkids, and making decisions about investments that work towards helping you retire with confidence.
It might even be a simple, three-envelope system for managing your monthly cash flow.
Or Skyping with your adult children to help them understand your long term care plan.
Real financial planning is all these things, and more.