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While planning for retirement is an important step, it's not the only step. Planning can help answer questions about paying for college or a private k-12 education. You might want to evaluate the costs of health care in retirement, establish goals for a second home or leaving something for the next generation. Financial planning is a tool that's used to answer many questions. See what financial planning can do for you.
Plans and strategies change over time. It's communication with the client year after year that will help keep the plan on track and achievement of the original goal.
Creating a financial plan or investment strategy is not enough. Plans and strategies change over time. It is communication with the client year after year that will help keep the plan on track and headed towards a positive result.
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.