Financial Planning

OPTIMIZING YOUR DOLLAR

As with anything else in our industry, “Financial Planning” has become a phrase which is ultimately vague, misunderstood, and commoditized. You will often see the end product is a static 30-page document stating that you should increase or decrease your savings and that’s about it. At LBW we don’t have a better way of defining the phrase “Financial Planning”, other than stating it is a living breathing concept. Financial planning encompasses the utilization of investments, estate planning, and budgeting, to acting as a sounding board and constant resource for our clients. The financial planning practice is an unsatisfied discipline. This never-ending process allows for the necessary flexibility to continually adjust as life’s objectives ultimately will change over time. Perhaps it could be best defined as “You will know it, once you see it.”

6410 Enterprise Ln., Ste. 120

Madison, WI 53719

(608) 286-1321

tsbickmore@lbw-wealth.com

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

Photo Courtesy of John Swise, Rebecca Li and Katie Dunkel

Copyright © 2019 by Leach, Bickmore & Weiss Wealth Management, LLC.  All rights reserved.