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Kevin Rooker - Morgan Stanley

  • Investments
201 Main St., 15th Floor
Fort Worth, TX 76102
(817) 820-2214
  • About

    A comprehensive financial plan shows where you are today and compares it with where you want to be. It helps you utilize your resources more effectively by identifying potential shortfalls and surpluses, and it helps you develop strategies for reaching your goals.

    Financial planning can help you prepare more effectively for the effect inflation will have on your retirement savings, the rising cost of education, market uncertainties and changing tax laws.

    You and your Financial Advisor will also discuss your tolerance for investment risk and how best to update your plans as your circumstances, needs and priorities change. This can help you stay on track in meeting your goals.