CAN OCONEE FPS IMPLEMENT THE PLAN IF THE CLIENT DESIRES?
Yes. Oconee FPS can provide any level of assistance a client desires. IS THE PLAN PERMANENT? Yes and no. On the one hand, the Plan is based upon detailed important information known to the client and the company as of a given date. As such it is a chart for the future and should not be changed lightly. In other words: stay the course. But on the other hand, as life situations and financial conditions change so do financial plans need to change as well. Oconee FPS believes that a Personal Financial Plan needs to be monitored and updated as needed. Clients are encouraged to keep Oconee FPS informed as to life changes that are relevant to financial planning such as changes in family or employment status. The company on its part will keep clients informed as to changes in law or markets that are relevant to their clients’ financial future. WHAT IS A “FEE ONLY” PRACTICE? Financial planners may be categorized as to how they are compensated for their services. Some planners are compensated th
