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FINANCIAL PLANNING OVERVIEW PowerPoint Presentation
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FINANCIAL PLANNING OVERVIEW

FINANCIAL PLANNING OVERVIEW

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FINANCIAL PLANNING OVERVIEW

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  1. Cornerstone Financial Group’s Financial Planning Process FINANCIAL PLANNING OVERVIEW RESOURCES POLICIES AND PROCEDURES Monitorand Update DiscoveryInterview PlanImplemen-tation GatherData Plan Presentation and Delivery Analyze andDevelop Plan Financial Planning services offered through financial planners of New England Securities Corporation (NES), a Broker/Dealer (member FINRA/SIPC), and a Registered Investment Adviser. NES and its financial planners do not provide tax and legal advice. You should consult with and rely on your own independent tax and legal advisors. L0611189902(exp0712)(IL,KS,MO,NE,OK)