Harry Starn, Jr., CFA, CFP®
Principal
hstarn@actionfinancialplanning.com
Phone: (303)667-3432
Fax: (303) 417-0052
Action Financial Planning (AFP) is an independent, fee-only financial planning firm focused on helping you and your families develop and implement wealth-building strategies. Smart financial planning involves moving pieces of the puzzle cash and debt management, insurance, investments, educational funding, tax planning, retirement and estate planning in combination. The pieces are integrated into a long-term, financial plan that reflect your specific needs, circumstances, risk tolerances, time horizons, preferences and constraints.
In helping you navigate your road towards financial security and independence AFP offers the following:
"Financial planning is a process that involves thinking about where you are now versus where you want to go. It requires that you look at your current lifes interconnections as a whole - family, professional career, personal aspirations, current financial net worth, annual cash flows, projected earning power while all the time realizing that life is dynamic. Goals, circumstances and needs change. Clearly the future is clouded by uncertainly. So if that is true why do we plan at all? We plan (and then adapt to change) because it is the fundamental discipline of the most successful people. Having written goals and an action plan for achieving those goals is the proven formula for success." -Harry Starn, Jr. CFA, CFP®
Try this investigative survey to find out if any of our services could be of benefit to you or your company. What are your answers to the following questions? If you believe more strongly in the answer on the left then score yourself as a 1; if you believe the answer on the right then score it as a 3. If you are not sure or believe both answers to have some truth then score it as a 2.
Questionnaire:
If you consistently answered 2 or 3 then Action Financial Planning can help you implement a prosperous plan for your future.
Feel free to explore this site. While doing so, you will learn more about our services and products. You will be able to download free articles that provide information on several financial planning and investment topics. Hopefully, this information will inspire you to always take a pro-active approach in your financial future. If we can assist you in addressing your financial concerns and needs please contact us at (303)667-3432 or hstarn@actionfinancialplanning.com.
Ideas
What are your GOALS?
- Are you looking forward to a prosperous RETIREMENT - full of travel, time spent on hobbies, vacations enjoyed with loved ones?
- Do you want to help your CHILDREN and grandchildren financially - giving your child or children a financial head-start, transferring shares of your family business, funding education?
- Is it important to you to insure a high-level of HEALTHCARE for your parents and your family in old age - at-home care, quality retirement facility, the best medical attention?
- How meaningful is it that you leave a LEGACY - contribution to a charitable institution, nest egg to your children and grandchildren
Goals are powerful motivators. Once you know where you really want to go and the reasons you want to go there you will be motivated to develop a high-probability plan. The plan becomes your roadmap, and it should include: systematic contributions, investment tactics, tax-minimization techniques, and estate planning. It also includes an insurance component because that will guarantee that the investment portfolio will remain intact until your actual plan to make withdrawals.