Estate Planning

Differences Between Financial Planning and Estate Planning

Differences Between Financial Planning and Estate Planning

By K. Bridget Schneider, CFP®, CRPC® | April 18, 2019

If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning.  They may sound similar but they are vastly different.  Let’s go over the differences and answer some questions you may have.

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Office: 217.605.8130
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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Where are you located?

We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

Can I learn more about your services?

Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

Would you like a no-cost, initial conversation to learn if you’re on track?

Yes, Thanks.