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Give Back and Earn Income with a Strategic Financial Plan

By: Plancorp Team Nov 15, 2015 4:51:13 PM

With the end of the year and holiday season approaching, there is no better time to consider some end-of-year planning.

Plancorp wealth manager, Steven A. Frank, shares a checklist of topics,in the Fall/Winter issue of Heartbeat, a Ronald McDonald House Charities (RMHC) of St. Louis publication, which you may want to discuss with your financial advisor before year-end.

Steven also strongly recommends that you receive an annual, comprehensive financial check-up that covers:

A financial independence analysis
Insurance Review
Estate Plan Review

Additional planning areas may also be discussed such as tax planning, year-end charitable gifts, or intra-generational planning. To learn more, read his article here.

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »

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For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

Give Back and Earn Income with a Strategic Financial Plan

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Give Back and Earn Income with a Strategic Financial Plan

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