Best Financial Planner in Goshen, IN
John Liechty
Integrated Financial Planning Solutions (An Indiana Registered Investment Advisor)
203 South Main St, Suite 2-A
Goshen, IN 46526 USA
Work 574-975-3682
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www.integratedfps.com

The Right Start Package

Individuals or couples who are just beginning their financial journey often face many important financial decisions that deserve careful consideration. Examples include:

Learning to use credit wisely and responsibly
Purchasing and insuring a new automobile or home
Establishing a disciplined spending and savings plan
Purchasing health, disability or life insurance
Making wise investment selections offered in your employer’s retirement plan

To assist those in their 20’s and early 30’s, Integrated Financial Planning Solutions offers a “Right Start” financial planning package to help you establish a firm financial planning foundation. Before meeting with us, we provide you with a form to assist you in gathering information that we will use in evaluating your situation. After we have had a chance to analyze the data you provide us, we will meet with you to review our analysis, answer your questions and present our recommendations. This meeting typically lasts 90 minutes.

We will also provide you with a very helpful reference book that will assist you on your financial journey.The “Right Start” package is affordably priced at $399.00, and makes a great wedding or college graduation gift. To request the materials needed to get started, send an e-mail to info@IntegratedFPS.com or call 574-975-3682.


Couple Moving

The Right Start Package Includes:

An analysis of your current saving and spending habits
Review of your current employer benefit program, including specific guidance on how to allocate your retirement plan assets among investment choices offered
Guidance on insurance needs