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Additional Financial Planning Information

Start Planning Today To Prepare For Later

When you tally the actual cost of your financial goals-buying a house, funding your children’s education, starting a business, planning for a secure retirement- does the total add up to hundreds of thousands of dollars? It can seem daunting, to say the least. Leon Rousso & Associates strives to help you reach your goals by making your money work for you. We are committed to understanding what you value in your life and are here to help you enhance your options and choices in the future.

What Are The Benefits of Financial Planning?

The earlier and more completely you master your money in your life, the more likely you are to achieve what everyone wants- a financially comfortable today and a financially secure tomorrow. It helps you strategize for the future of your dreams.

What Does Financial Planning Involve?

Financial planning involves more than just creating a solid budget. It involves putting your goals on paper, breaking down your short and long-term goals, prioritizing your goals, building a financial plan and reviewing your progress and making adjustments.

We identify your goals and evaluate your resources in the following areas:

  • Day-to-Day Finance
  • Debt Control
  • Personal Savings
  • Insurance
  • Emergency Cash Reserves
  • College Funding
  • Retirement Planning
  • Estate Planning