Sentences with «part of one's overall financial plan»
Therefore, life insurance is often used today as part of the overall financial planning process. (termlife-insurance.com)
Our proven strategies to reduce taxes are an important part of your overall financial plan because unlike the market, taxes are something we have some control over. (purefinancial.com)
As part of our overall financial planning process, we make certain assumptions on expected returns and risk over different time horizons. (ifa.com)