Resource Planning – The Financial Analysis

Resource planning for your child after you are gone is a straightforward process. Essentially you need to plan for expenses over and above their government benefits, and depending on the stability of their employment, their personal income.

The first step on this analysis is to their calculate income. Here is a sheet that can help you do this:

Click here to download a PDF of this report.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. For informational purposes only. Integrated Financial Group and LPL Financial do not provide legal advice or services.