Current financial position
Understanding your current financial situation is a critical first step. Your current assets, liabilities, liquidity and cash flow will affect almost every other short or long-term goal that you have.
Many people don’t realize the long-term impact of the financial decisions they make on a day-to-day basis. Your financial needs in the event of a death or disability will be closely related to your current situation, and areas such as income tax liability, asset allocation, estate tax liability, ownership status of assets, and control of assets are all inter-related.
If you already have a good understanding of your current financial situation, congratulations! If you could benefit from a greater understanding of where you stand today, there are numerous ways that you can begin.
- Use worksheets to calculate your net worth and track your cash flow.
- Personal finance programs such as Quicken™ or MS Money™ are also helpful in gaining a better understanding of where you stand today.
For help in identifying strengths and weaknesses in your current financial picture, or for help in developing a financial program, you may contact a Securian Financial Services representative in your area.
Securities and Investment Advisory Services are offered
through:
Securian Financial Services, Inc.
400 Robert Street North, St. Paul, MN 55101-2098
Securities Dealer, Member FINRA/SIPC
A Registered Investment Advisor
1-888-237-1838
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Find out how to make financial planning work for you. Contact a Securian financial advisor.