Financial Planning Documents

Financial planning at LongView Financial starts with defining your financial goals and reviewing your current budget. We need to make sure you have the proper insurance protection to make those goals attainable. Before investing anything into your goals, it's important to make sure your liquidity needs are met. Then we can focus on what investment vehicles are best to help grow your financial plan. Our ultimate goal is to help ensure that we do our best to meet your retirement income needs.

In order to get a comprehensive view of your financial situation, we recommend using the following documents to review your financial picture with us:

* Please note: Neither Cambridge Investment Research, Inc., nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

Feel free to give our office a call when you are ready to review your financial picture!