At William Howard, we offer custom financial solutions. These include comprehensive financial plans, single purpose financial plans, consultation planning, and annual retainer agreements. Such an agreement allows our clients to consult our professionals with questions, observations, and alterations to their plan. (We make it easy and we make you the focus of the process.)
Our personalized financial plans include an in-depth analysis to review, evaluate, and recommend alternatives to help our clients achieve their financial goals. Depending on the goals of our clients, William Howard creates customized plans covering the areas of insurance, investment, income tax, education, retirement, and estates.
Financial planning at William Howard follows a simple, structured process:
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Gather Data
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Identify Goals and Objectives
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Identify Problems
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Prepare Plan and Recommendations
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Implement Plan
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Monitor Plan and Review Periodically