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Financial Planning

Alamo Capital’s Financial Planning Program can provide you with a complete evaluation of your current financial condition using a comprehensive financial report.  This report will be a living model for financial decisions and help you create a secure and solid financial plan.

The Alamo Capital Financial Planning Program will:

  • Project and show income and expenses, now through life expectancy
  • Estimate and calculate savings and investments, now through retirement
  • Estimate Social Security and pension benefits
  • Provide asset allocation advice with customizable portfolio sets
  • Project inflation-adjusted needs during retirement
  • Estimate tuition and housing for most major colleges
  • Calculate savings levels that will properly meet education expenses
  • Use flowcharts and clear calculations to quickly discuss estate issues
  • Show the impact of establishing a credit shelter and life insurance trust
  • Illustrate long term care needs and costs

Website developed by Ryan McBride