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Financial Planning

Financial PlanningCreating a Financial Plan

How do we know the best approaches when managing our clients’ financial interests? 

Quite simply, we ask questions and never make assumptions.  When creating financial plans for clients, FIS does not utilize a “one size fits all” approach.  Financial plans are as unique as the personal goals, risk tolerances, and preferences of the clients for whom they are developed. 

Financial plans must not only build wealth for clients; they also must protect clients’ wealth and tax-efficiently transfer wealth to heirs.

To adjust and adapt to our clients’ evolving needs, our financial planning factors in our clients’ short- and long-term goals, as well as their posthumous distribution goals. 

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