Effectively Navigating Financial Planning

Comprehensive financial planning allows for security for you and your family. It takes into account both your current finances and your future, ensuring you are well prepared for comfortable living well into retirement, and that your assets will be adequately preserved for the next generation. An experienced financial advisor will be able to work with you to develop a suitable and customized plan.

<b>What Are the Stages of Sound Financial Planning?</b>

What Are the Stages of Sound Financial Planning?

Comprehensive financial planning generally involves four main stages: accumulation, pre-retirement, retirement, and legacy.

  • Accumulation refers to the period of your life when you are earning, investing, and saving, generally lasting until late middle age
  • Pre-retirement generally involves a transition to highly stable investments
  • Retirement refers to your post-work life, when your finances are arranged so that you can responsibly live off investment income
  • Legacy refers to the process of settling your affairs and passing on assets to subsequent generations

Why Work With a Financial Planner?

A financial advisor can work with you to develop a personalized plan that adequately accounts for your income, assets, future requirements, and any unexpected hurdles that arise. An experienced financial planner will consider a broad portrait of your life, and bring a wealth of experience to the table in support of your future.

Get Started Today

Comprehensive financial planning should begin early to effectively build a stable and secure financial profile over a lifetime. Contact Etiquette Financial Partners today to get started planning for your future.

Responsive, Considerate, And Understanding

Eric has been my financial advisor since 1999, when I retired. Through the rough times and good times, he has guided me and kept me afloat financially for the past 20+ years. He's responsive, considerate and understanding when I've needed assistance. Additionally, Eric will check in on me a few times a year just to say hello and see how I'm doing. I now consider him a friend. I know I'm not the only client, but he makes me feel that way. I'd recommend him to anyone in need of a solid and dedicated financial advisor.

-Dorothy K.


This statement is a testimonial by a client of the financial professional as of {1/11/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Get Your Questions Answered

Thank you!
Oops!