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

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)

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147 W. Federal St. Youngstown, OH 44503  330.746.0203

Financial Planning