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Financial Planning

Financial planning can be described as a method used to help you meet your long-term objectives by analyzing your current financial status and setting a program to achieve your financial goals. It’s best looked upon as an ongoing process, flexible enough to adapt to changes in your personal life and/or the marketplace, rather than a one-time event.

We believe that to best achieve consistent, sustainable progress toward your goals, you should start with a solid understanding of your current financial situation. A good first step towards gaining this understanding is to “take inventory”. This step includes identifying, gathering, and reviewing all items that may have some impact on your financial life. These may be items such as your current loan balances, recent tax returns, retirement and brokerage account statements, life insurance policies, and more.

Please don’t underestimate this process of putting together an up-to-date, accurate snapshot of your current financial situation. Consider this exercise the financial equivalent of a comprehensive physical exam - with all the same benefits.

After taking inventory, we then look to identify the major financial goals, commitments, and desires that are meaningful to you and your loved ones, and just as importantly, when they need to be a reality.

Some often cited items include:

- Retirement Planning	- 401(k) and IRA Rollovers
- Minimizing Taxes	- Creating Investment Income
- Travel	- Support of an Elderly Parent
- Passing on a Financial Legacy	- Funding College Educations

With a solid understanding of your current financial position, and well defined goals and time horizons in place, you now have a solid foundation upon which you can make informed decisions about your financial future.

We believe that effective personal financial planning is best accomplished by adhering to a simple 4 step process:

Remember, Financial Planning is best looked upon as an ongoing concern, rather than a one-time event.

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LongView, Inc. is a Registered Investment Adviser registered in the State of Florida.

LongView, Inc. 740 Florida Central Parkway, Suite 2000 Longwood, FL 32750 Telephone: (407) 260-6999

For more information, call Ted Black, CFP® at (407) 260-6999.

Central Florida CERTIFIED FINANCIAL PLANNER^TM.

Retirement Planning and Financial Planning services in Orlando, Central Florida.

Independent Investment Adviser in Central Florida, Orlando.