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Old Field Advisors LLC
Cultivate Your Financial Harvest
Cultivate Your Financial Harvest
| Old Field Advisors LLC Cultivate Your Financial Harvest |
Financial planning services
Financial planning helps people prepare an integrated action plan to achieve their short-
term and long-term financial objectives. Whether you want to purchase a dream home in
a few years, to make sure your children can attend the right college, or to ensure you
have enough money for a comfortable retirement, a well-designed financial plan helps
keep you on track to achieve your goals.
Depending on where you are in life, financial planning may involve one or more
of the following components
Old Field Advisors can assist you in constructing your action plan with
Financial planning helps people prepare an integrated action plan to achieve their short-
term and long-term financial objectives. Whether you want to purchase a dream home in
a few years, to make sure your children can attend the right college, or to ensure you
have enough money for a comfortable retirement, a well-designed financial plan helps
keep you on track to achieve your goals.
Depending on where you are in life, financial planning may involve one or more
of the following components
- Savings and Consumption Planning,
- Investment Planning,
- Risk Management,
- Retirement Planning,
- Tax Planning, and/or
- Estate Planning.
Old Field Advisors can assist you in constructing your action plan with
- Retirement planning strategies
- Lump-sum distribution advice
- Estate planning
- College funding strategies
- Cash-flow planning
- Long-range and life-style planning
- Analysis of insurance needs
- Advice on employee benefits and stock options
| ©2009 Old Field Advisors LLC. All rights reserved. |
Economist Robert Shiller noted in a January, 2009 New York
Times opinion piece that current financial literacy programs are
like computer manuals: They're nice to have, but not what you
need in a pinch.
"When something goes wrong with a computer, most people
need to talk to a real person who can zero in on the problem,"
Shiller wrote. "They need an expert to guide them through the
repair process, in a way that conveys patience and confidence
that the problem can be solved. The same is certainly true for
issues of personal finance."
Times opinion piece that current financial literacy programs are
like computer manuals: They're nice to have, but not what you
need in a pinch.
"When something goes wrong with a computer, most people
need to talk to a real person who can zero in on the problem,"
Shiller wrote. "They need an expert to guide them through the
repair process, in a way that conveys patience and confidence
that the problem can be solved. The same is certainly true for
issues of personal finance."