FINANCIAL PLANNING AREAS

NET WORTH 

&

CASH FLOW

ASSET ALLOCATION

RETIREMENT

PLANNING

EDUCATION

PLANNING

DEBT PAY-OFF

STRATEGIES

DISABILITY

INSURANCE

SURVIVOR NEEDS/LIFE INSURANCE PROTECTION

LONG-TERM

CARE

INSURANCE

LEGACY ESTATE 

STRATEGIES

Financial Planning is the most comprehensive solution that is offered at The Garback Agency. A financial plan is the roadmap to help turn your dreams into a reality, and we are here to help not only create the map, but to also be your guide. Like every client, each plan is unique and tailored to your individual and family needs.  Therefore, we will work directly with you to customize a plan.

Our unique process begins with data collection, utilizing your individual financial website with eMoney.  The next step is meeting to establish what your goals and desires are, both quantitatively and qualitatively.  After getting to know you and your goals, we analyze the data and develop recommendations.  These are presented along with an implementation schedule. Then we work together to put your plan into action.  

The planning relationship is a wonderful journey that we enjoy embarking on with any individual, couple, or family that wants to invest in creating a brighter financial future!  To get started today, book a no obligation financial planning consultation.

PLANNING PROCESS

Initial Year

Financial Review

Wealth Management Initial Year

Client Set-Up

Cash Management

Goal Setting

Implementation of Goals

Quantification of Goals

Renewal Year

Investment Strategy

The Financial Planning process is ongoing

Tax Management

Cash Management

Goals/Annual Objectives

"All" Life Transitions Evolve Money

Risk Management

Protection Planning

Investment Strategy/Implementation

Tax Management

Estate Planning

HOW ARE WE DIFFERENT?

We liberate you from the day-to-day management of finances

YOUR PLAN

REALITY

WE HELP YOU STAY AFLOAT AND AVOID THE STORM!