Early Stages Planning
Early
Stages
In the early stages of the path to retirement we focus on strategies designed for individuals and families who are getting started and want a strong foundation to begin accumulating wealth.
The focus is on concerns and priorities that are more current in your life while keeping an eye on the long-term goal of retirement. The planning horizon for this stage generally runs through the time when reaching retirement becomes more of the focus.
CREATING A STRONG FOUNDATION
- Establishing your list of concerns and priorities, which forms the basis of, and gives direction to, your plan
- Creating a plan to eliminate debt
- Creating a solid foundation for long-term investing, which may include consolidating old 401k accounts
-
Developing an investment strategy and allocation that puts your plan into motion
- Making sure the proper insurances are in place
- Developing a strategy to save for college expenses
- Making sure the basic estate documents (will, power of attorney, living will) are in place
- Tax Planning Strategies
- Tax preparation services, if needed (provided by Financial Dogma’s sister company Top Dog Tax Planners)
Our Company
- About Us
- Resources
- Contact Us
Contact Info
- 13 Eisenhower Dr Malvern, PA 19355
- (610) 812-0868
- info@financialdogma.com
- Mon - Sat 09:00 - 17:00
Privacy Info
Investment products and services available
only to residents of: AZ, CT, DE, FL, IL, MD, NC, NH, NJ, NV, PA, SC, VA, WV
We are licensed to sell insurance products
in the following states: AZ, CO, CT, DE, FL, MA, MD, NJ, PA, SC, VA, WV
Securities and Investment Advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC and SEC Registered Investment Advisor. NEXT Financial Group, Inc. does not offer tax or legal advice. Financial Dogma is not an affiliate of NEXT Financial.