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Financial Planning Services
Shreveport, Louisiana

A cash flow analysis is the backbone of a financial plan and is a primary method for examining how either a family or a business generates and spends money over a specific period of time. 

 

Seeing how changes in factors impact your future cash flows can illustrate the power of the financial levers you have and help you make good decisions with confidence.  Regardless of your life stage, understanding your cash flow and knowing what you have available to enjoy life and plan for the future will help to alleviate financial stress.

 

 

Financial Planning Area Integration of a Cash Flow Plan

Retirement Planning

To determine an annual savings amount to fund your retirement, and to project your annual retirement income.

 

Estate Planning

To determine the impact of the loss of cash flow, the transfer of assets for estate planning purposes, and for projecting income and liquidity needs for your heirs after death.

 

Education Planning

 To determine the periodic savings to be set aside for future education costs.

 

Investment Planning

To determine an annualized rate of return based on your annual savings in order to achieve the supplemental income needs desired in post-retirement years.

 

Risk Management

To establish an adequate cash reserve for expected events and emergencies.

bANKING
sOLUTIONS

PLANNING SOLUTIONS FOR FAMILIES AND BUSINESSES

Stock Exchange

Investment
management

CUSTOMIZED & PERSONALIZED

INVESTMENT SOLUTIONS

 

Leadership

WALKER FULCO
INVESTMENT ADVISOR

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