Disclosure: This page may contain affiliate links and if so earns a commission if you make a purchase through one of the links, at no cost to you. The content and links on this page are for informational purposes only and cannot and should not be relied up for any financial advice or decisions. Should you need such advice, consult a licensed financial or tax advisor. See our terms and conditions for more information.
While FarPlanner is a useful financial planning tool, it’s no substitute for plans built qualified financial and tax planning experts. Anytime is a good time to consider financial and tax planners, including:
- You’d like someone else to determine your financial plans, including account allocations
- If you are 10 years or closer from retirement
- You’re net worth is over $200,000
- You want to build a will and estate plan
- You want to make sure you have enough life insurance, long term care insurance
- You want to consider other income instruments, such as annuities
- You have young children
- You recently married or divorced
FarPlanner can still play a role in your financial planning alongside your planning experts. You can build a plan in FarPlanner using its powerful ‘tracker templates‘, to quickly load loans, income and expenses to consider in your plans. You can then share these plans with your planning experts as they build out your financial plan.
An alternative is a hybrid approach that leverages FarPlanner to suggest how much funds to place in your cash accounts, and then relies on your planning experts to determine an investment allocation strategy.
Download FarPlanner for free today, to build your own private discrete FarPlanner plan and gain insights of what your financial tomorrow might look like, decades into the future.