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Services
Family Planning:
Family planning shows you where
you are today and compares it to
where you want to be. Jeff Stanga helps its clients
utilize their resources more
effectively, identifying potential
deficits and surpluses. Financial
planning can serve as solid
foundation as you look to the
future, facing the effect of
inflation on your savings, the
increasing costs of education,
ever-changing tax laws and market
fluctuations.
We analyze your debts, assets and
sources of income to structure the
optimum cash flow enabling you to
save more without spending more. We
take into consideration the tax
implications or benefits of every
one of your debts, assets, and
sources of income.
Coupling your needs, goals, and
desires with your current financial
position, we will devise a plan
based on your tolerance for risk and
timeframes. You then decide when and
how to proceed.
College Planning:
For many parents,
one of the goals for
their children is to
attend
college. Paying for
college presents a
significant
challenge, where
time is short and
the costs are high.
A Jeff Stanga
Advisor can help you
determine what your
savings target
should be based on
your child’s age and
projected higher
education costs. We
recommend the most
tax-efficient way of
funding your child’s
education in order
to keep your family
on the road to
financial freedom.
Retirement
Planning:
Retirement
is
an
overwhelming
concern
for
most
of
us
today. We
are
living
longer,
requiring
us
to
have
more
saved
and
invested
for
our
retirement
years. With
Social
Security
becoming
less
certain
and
corporate
pensions
changing,
we
are
left
more
responsible
for
saving
and
investing
for
our
own
retirement.
How much will retirement cost you?
Jeff Stanga analyzes several factors:
-
Your expected cost of living
-
Your current retirement assets
-
Retirement saving and investment programs available to you
-
Your anticipated lifestyle changes
All
considered
with
the
effect
of
inflation;
you
can
be
best
prepared
to
reach
your
retirement
goals
when
we
use
our
Retirement
Analyzer.
This
tool
projects
your
retirement
goals
and
tells
you
if
using
your
current
savings
and
investment
strategies
will
allow
you
to
satisfy
those
goals.
It
will
also
analyze
your
current
portfolio's
asset
allocation
and
provide
a
recommended
allocation.
Jeff Stanga
gives
its
clients
peace
of
mind
by
creating
a
safe
and
secure
portfolio
that
will
financially
prepare
them
for
retirement.
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