1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

Financial Planning: Real-World Planning


Financial planning is …

  1. A critical first step. First plan, and then invest – so you know what you’re investing is about.
  2. An ongoing habit. Stay the course in volatile markets by keeping your own financial goals relevant over time.
  3. A personal event. A balancing act across and among your family’s fascinating, challenging, personal, professional and financial circumstances.

Common analysis include (but are not limited to):

  • Objective second opinions on existing portfolios (complimentary)
  • Retirement planning
  • Cash flow and income needs
  • College funding
  • Insurance planning
  • Estate planning
  • Evaluating employee benefits

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Our financial planning process is …

  1. Disciplined, so you stay on track to reaching your goals.
  2. Flexible, to address the particulars you face and not waste your time on those that you don’t.
  3. Fee-only priced, for transparent and cost-effective value you can measure.

    Some real-world examples of planning that we have done:

    • Income planning and investment management for a couple retiring early
    • The unexpected loss of a spouse
    • Evaluating lump sum payouts and early retirement offers
    • Estate planning for out-of-state property
    • Consolidating random accounts into a coherent investment portfolio
    • Managing a large inheritance/estate

    All written content on this site is for information purposes only. 
    Opinions expressed herein are solely those of Bob Stowe, Principal, Stowe Financial Planning, LLC, and his editorial staff. 
    Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
    All information and ideas should be discussed in detail with your individual advisor prior to implementation. 
    Fee-only financial planning and investment advisory services are offered through Stowe Financial Planning, LLC, 
    a registered investment advisory firm in the states of Texas. 
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    interpreted as a solicitation to sell or offer to sell investment advisory services 
    to any residents of any state other than the state of Texas. 
    We are legally empowered to provide investment advisory services only to residents of Texas.
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    1 Source: http://www.merriam-webster.com/dictionary/fiduciary

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