147 W. Federal St.

Youngstown, OH 44503

330.746.0203

Advisory services are provided through FEIC Financial, Inc., a Registered Investment Advisory Firm owned by Daniel J. Rossi, 
​147 W Federal St., Youngstown, Ohio 44503-1303 · 1-800-INV-FEIC (468-3342)

FEIC Financial © 2017  |  All Rights Reserved

Financial Planning

Financial planning involves a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

​Cash Flow Management involves understanding the components that make up where the money comes from, where it goes, and what choices are appropriate in creating a life of greater satisfaction. It is an active process.
1. Components of Income
2. Fixed Expenses
3. Discretionary Expenses
4. Taxes
5. Savings