General Information (Financial Planning)

Where do you want to be financially in the years to come?

Financial Planning is a flexible, prioritized process of creating, implementing, monitoring and adjusting a personalized action plan to meet your vital financial goals.

Strongtower Financial believes that it is a significant value-added service that we can provide for our valued customers. This service offers participants a specialized type of planning, a powerful but frequently ignored tool and a value-based strategy.

Situation Assessment

Before you can set your future financial plan, you must take a look at your current situation.

We will show you how to assess your financial situation with the following steps:

Tracking income and expenses
Determining net worth
Establishing an emergency fund

Risk Management

In going through the Strongtower Financial Planning process, you will learn how to protect your assets against financial crises.

Risk Management includes:

Helping ensure your family's ongoing financial needs will be taken care of if you die
Protecting your income if you become disabled
Planning for continuing your business

Tax planning

Successfully managing and minimizing your taxes are important parts of your overall financial health.

Strongtower guides you in making these decisions while helping Kingdom causes.

Tax planning includes:

Projecting federal income taxes
Developing a tax-deferral strategy
Staying abreast of tax law changes

Planning for retirement

Strongtower will show you how to be financially ready for retirement.

Retirement planning includes:

Estimating retirement income and expenses
Estimating the value of govemment programs
Determining the amount you need to save now to meet your future retirement income goals