Our Process -- Financial Planning Process
The financial planning process at Zacks begins with a series of analytical questions. When working with Zacks Investment Management, you will go through an extensive analysis with us of your current finances, goals, concerns and where you would like to see yourself in five, ten or twenty years. At the end of this process we feel you will be more confident and secure in making retirement plans for your financial future, but also for your personal goals and dreams.
Every client is unique, and our process allows us to focus your financial plan on the elements and sections that are most important for your situation. After the evaluation process, our team of professionals will prepare a full report on our analysis, recommendation, and plan for implementation.
Your financial plan will include:
- A consolidated statement of your current financial situation
- An analysis of your current asset allocation and situation
- A recommended asset allocation which can include allocations towards equity, fixed income and alternative investments
- A Monte Carlo simulation to demonstrate the growth of your assets both before and after retirement
- Best case, expected, and worst case scenarios so you can have a full understanding of the range of possibilities
*Zacks may use a third party firm for assistance with the construction of your plan. Call us for details.