Frequently Ask Questions
Moore Planning Group
Life Insurance, investments, Financial Planning
Q: What is Financial Planning?
A: The wise use of your assets to help maximize your before-tax and after-tax dollars.
Q: How does your Advisor Get Paid?
A: As a result of the work that we do together, if there is a need or requirement for any of our products or services, we ask that you place your business with us. By doing so, the companies we deal with, will pay us directly. The majority of this compensation is based upon performance; therefore there is no conflict of interest.
Q: What is involved in the Planning Process?
A: The Financial Planning process begins with an introductory meeting to get to know each other, to discuss our service offering, and the only decision that results from this meeting is whether there is an opportunity for us to do business.Through a comprehensive analysis of your current situation, we will present you with actionable recommendations, based upon your life and financial goals, and making sure what you own in your portfolio is currently working for you.Steps include: Personal Introduction Fact Finding Analysis of Data Development of Solutions Customized Financial Security Program Action Monitoring
Q: What are the benefits to completing the Planning Process?
A: Once this process is complete, you should be able to answer the following: Whether or not your assets are properly positioned. Whether or not your present method of savings and investment makes maximum use of your pre-tax and after-tax income. How much capital you will need to produce a comfortable retirement income. How long you will need the retirement capital. The kind of savings and investments you will need to accumulate the capital. How much you should set aside each month for savings and investments. The effect of inflation on your savings and investments. The kind of tax-advantaged investments best suited to your needs. The monthly income your family will need in the event of your premature death, and how long they will need it. The amount and type of life insurance you need
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