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Richard Taborda, CFP®, CIMA®, RICP®

Financial Planning

Where do you want your financial plan to take you?  Do you have a clear understanding of the steps necessary to get there and the obstacles that may be in your way?

Creating and maintaining a solid financial plan involves several steps:

  • Establishing realistic and measurable goals
  • Gathering data
  • Analyzing and evaluating financial status
  • Developing and implementing the plan
  • Monitoring and adjusting the plan

Whether you are developing a new plan or evaluating the progress of an existing one, we can guide you through the process and help you align your plan with your life goals.

We will work with you to make sure you stay focused and follow through with your financial plan.

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Copyright © 2018 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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