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Set Goals and Strategies

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In an uncertain world, it’s tough to walk alone, especially when planning for your financial success. Fortunately, you don’t have to—we’ll work together to create a strategic approach defined by your unique needs and dreams to help you work toward your financial goals.

If you are looking for a one-size-fits–all approach, you’ve come to the wrong place. Customized strategies are the hallmark of Flodder Financial Group’s planning services.

At the start of our financial planning efforts you come to the table with an understanding of your hopes, dreams, fears and uncertainties, while we come to the table with many years of planning experience, strong financial services credentials and a wide range of possible stratagies. By the time we have completed our planning efforts our objectives are to understand how you got here, where you are headed and to ensure that you know which solutions make sense to help you move forward towards achieving your financial goals.

Our planning begins with 6 questions. These questions have been crafted over many years to enable us to look at the breadth of your financial situation to help identify your strengths and your gaps, if any, so that we can help you utilize your strengths to fill your gaps and help determine whether or not we offer a good strategy for your financial needs.

Our financial planning processes enable us to evaluate your current investment portfolio for diversification, risk and growth potential to determine its suitability to your situation. As we model your future we address the effects of inflation, hypothetical investment return, projected taxation rates, and stock market volatility on your financial life using powerful Monte Carlo analysis. While the Monte Carlo simulation illustrates the range of probabilities associated with achieving your financial goals for a chosen set of assets, the projections or other information contained in the Monte Carlo report do not state or guarantee that a particular outcome has occurred or will occur. The objective is a strategy for making better informed financial decisions aligned with your goals and objectives.

We all complete life’s journey once. We are born, educated, build a family, educate them and prepare for, and hopefully live, a long and happy retirement. Each stage represents its own important questions and unique opportunities and challenges. It’s our job to be one step ahead and help you get it right the first time.

With extensive experience with clients at all life stages, we help prepare you to make important decisions long before you face them. No matter what stage of life you’re currently in, we have the experience and resources to support your vision of the future for you and your family. We are committed to helping you manage your success and implement your plan throughout the duration of your financial journey.

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