Financial Planning and Consulting Services
Do you worry about your financial future, or are you able to enjoy the fruits of your work and savings?
Investing and Financial Planning
They are NOT the same thing!
Futureproof Finances LLC - Financial Planning for Your Financial Future
It's one of the most important things we can do, but it's also the most overlooked. Here at Futureproof Finances LLC we'll help you accomplish your future financial goals every step of the way.
Don't worry, we are here to help you!
561-670-0519
Additional Meeting Locations in Wellington
and Boca Raton
Futureproof@Bellsouth.net
.
Futureproof Finances offers a new approach to financial planning. We don't start off with your savings and investments, and try to tell you what to do with them. We start off learning about what is important to you and your family. We help you understand how much income you have now and how much you are likely to have in the future. We help you to understand how much your are spending, and how you can use your income more pleasurably and more efficiently. We help you understand how to use analysis tools that we have developed over the last 30 years, which we will install on your own personal computers, laptops, or tablets. (Sorry, there is a little too much data to fit on your phone's screen!)
Once we do all of that, we are in a position to discuss various savings and investment choices, for various levels of risk and reward. AND, most importantly, the tools that we provide to you will permit you to determine the consequences of any adverse turn in your plans, whether its a loss of your job, a big increase in inflation, or a short or long term steep decline in the stock market.
Futureproof Finances LLC - Provides Financial Planning and Consulting Services
Futureproof Finances LLC - in NOT a Registered Investment Adviser but provides advisory
services through Singer Wealth Advisors, Inc., an SEC Registered
Advisory firm.