Sachin Karpe an ex financial advisor gives financial planning tips to secure and enjoy your future.

1. Financial Planning Tips from
Sachin Karpe

2. Risk Management

3. Risk Management
 Identify &
Analyze Exposures
Examine Risk
Management
Techniques

4. Risk Management
 Select Risk Management
Technique
Implement Techniques
Monitor Results

5. Cash Flow Management
Generating Revenue
 Controlling Cost
Cash flow management
is the process of
monitoring, analyzing,
and adjusting your
business' cash flows.

6. Investment Management

7. Investment Management
Determine investor needs
Assess risk tolerance
Review asset allocation
classes
Implement strategic plan
Rebalance and monitor
portfolio
Comprehensively report

8. Retirement planning

9. Retirement Planning - Investment
Funds
Stocks
Bonds

10. Retirement Planning - Insurance
Life Insurance
Health Insurance
Long-Term Care
Medicare

11. Retirement Planning
Long Term Assets - Real Estate

12. Retirement Planning
Guranteed Income - Social Security Benefits,
Pensions

13. Education Planning

14. TAX Planning

15. Estate Planning

16. Find Sachin Karpe – A Business Consultant @
https://www.facebook.com/sachin.karpe.9638
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https://twitter.com/Karpe_Sachin