Financial Planning Specialists at INS Financial Services provide a wide range of financial services to our clients. Our first obligation is to provide the the best knowledge and advice so that the client can make the best decisions in planning his/her family’s financial future.
Financial planning starts with the analysis of current income and potential future income growth. We also analyze the client’s current assets and liabilities. To establish a basic Financial Plan, we have our clients guide us through their outlook as to how they wish to allocate future earnings to provide for things such as buying a home, financing a college education and planning for their retirement.
We make sure that the client and their family is protected via appropriate property, life, disability and health insurance. As financial planning specialists it is our obligation and fiduciary responsibility to provide the best instruments for our client to reach their goals.
We take this obligation very serious and provide the platforms that we ourselves would use if we were doing the planning for our own families. Financial planning is not a one time event. A Financial Plan is an instrument that varies depending on life changes and changes in income and expenditures. These are monitored ongoing.
We keep in contact with our clients to assure that any changes that are occurring can be properly addressed. Financial plan review should be done regularly. Our clients have a scheduled yearly review of their Financial Plan with additional meetings provided as needed.
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