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Comprehensive Financial Planning

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Everyone’s financial situation and goals are different, and reaching those goals takes customized planning. At Rally Point Financial Group, we tailor your financial plan to accommodate your unique needs.

What Is Comprehensive Financial Planning?

Sometimes called holistic planning, comprehensive financial planning refers to a complete and personal approach to financial planning. We at Rally Point will get to know you, your lifestyle, your current financial situation, and your short and long-term goals. Without that information, we can’t make informed recommendations.
Many factors affect the steps we may suggest, including your:

Our Process

Goals and Priorities

Our History

Investment Risk Preference

Our Process

Age and Years Until Retirement

Our History

Current Income, Assets, and Debts

Our Values

Spending Habits

After carefully reviewing your status and needs, your financial advisor from Rally Point will provide various strategies and help you decide which works best for you.

What Is Included in a Comprehensive Financial Plan?

We will include a cash flow analysis, insurance considerations, and sound investment strategies. Common client goals include:

Saving for needs, such as Education or Home Purchase

Lowering Your Tax Obligations

Protecting Your Assets

Accumulating Wealth

Retiring Comfortably 

Whatever your specific goals, we can help you reach them.

Why Choose Rally Point Financial Group?

Rally Point Financial Group focuses on satisfying our client's needs, from your tailored financial plan to your communication and service schedule preferences. We will implement and monitor your chosen plan.

Let us put our knowledge and extensive resources to work for you. Contact Rally Point Financial Group in Tallahassee, FL, today by calling (850) 300-7059, emailing us, or submitting our online form.

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