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Why Plan?
Who Needs Personal Financial Planning?
What Are The 5 Steps In The Financial Planning Process?
Why Choose Thaney & Associates?
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OWhy plan?

So much time is spent fulfilling career goals and earning a living, we rarely allocate the appropriate time to preparing for the future - with a definite plan.  Those individuals who don't plan can be assured that they will pay more income taxes than necessary, more estate taxes, and possibly will have to forfeit their financial objectives.  Therefore, the time to plan is NOW!

Planning NOW enhances your chance of achieving financial independence.  Planning NOW will give you peace of mind because you have defined your goals and know that you can reach them.
OWho Needs Financial Planning?
Today, everyone needs to plan for a secure financial future.  Financial management grows increasingly more complex due to changing tax laws; volatile interest rates; a variety of new insurance programs and diverse investment opportunities.  To achieve financial security you cannot proceed without a comprehensive Personal Financial Plan.  The Plan positions you to preserve more of your income, minimize your tax burden, and direct your energies and resources toward the achievement of your specific financial goals.
OWhat Are The 5 Steps In The Financial Planning Process?
  1. Gathering information and preparation of personal financial statements.
  2. Identifying objectives.
  3. Analyzing the present position and consideration of alternatives.
  4. Development and implementation of the plan.
  5. Periodic reviews and revisions.
OWhy Choose Thaney & Associates?

Above, we have detailed only a portion of things to consider when looking at your personal and business financial needs and planning.  Careful attention should be given in the selection of your financial planner.  The planner's qualifications will ultimately influence the quality of your plan.

At Thaney & Associates, our goal is to give our clients a one-stop shopping approach to fulfilling all their financial needs.  Our value to clients goes far beyond any list of services.  It is our personal approach, friendly and caring nature, and professionalism that differentiates us as true partners in our clients' success.  Let us help you find the right financial planning advisor to better serve your needs and lead you to a brighter future.
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