Financial Planning

Financial planning is more than a series of transactions. It is a process that determines how you can best meet your life goals through the proper management of your financial affairs. At Interact Financial Design Services Ltd., we have the unique freedom to offer objective, unbiased advice. Which means everything we do is client focused, not transaction focused.

Comprehensive Approach

The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation and to identify and analyze your unique objectives. Think of it as a continuous life-long process, prioritizing and guiding your personal financial decision-making and imposing order on your financial life as you live it. A financial plan for you and your family creates a comprehensive and integrated roadmap as you travel through your life’s stages.

Key Financial Planning Components

As your financial plan evolves it will focus on these key components:

  • Setting Financial Objectives
  • Financial Management
  • Risk Management and Insurance Protection
  • Investment Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Small Business Planning
Dan is creative and a well-educated Certified Financial Planner. He is an inspiring strategist, and his expertise helped our team move beyond sales to offer a deeper wealth management experience to our clients.
— JR, Investment Advisor