1. Spring 2008
COMPASS NEWS VIEWS
Financial Advice for the Adventures of Life
What is Financial Planning?
Comprehensive financial planning can Kurtis Pearson, CFP®
encompass a number of critical areas, including Financial Consultant
retirement planning, estate planning, insurance, tax kurtis.pearson@lpl.com
planning, investment management, cash manage-
ment and budgeting. Some additional areas may
include education funding, charitable and planned
giving, trust management and planning for long-
term care.
Planning for the future can seem overwhelm- Steve Conard, CFP®