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GLOSSARY OF FINANCIAL TERMS

The shear amount of financial terms and jargon used in financial planning, investments and tax preperation can be a bit daunting to new investors. 

 

We have inluded an extensive list of finance terms and definitions, as well as financial abbreviations on this site for your reference.

 

 

We hope that this list will help you along your way to understanding the terms we use at Individual Financial Planning.

 

To get started click on one of the section links below:

 

Financial Terms:      A - C     D - H    I - L    M - P    Q - T   U - Z

 

 

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HOURS & LOCATION
Location
 

37229 Huron River Drive

P.O. Box 187

New Boston, MI 48164

 

Tel: (734) 753-4441

Fax: (734) 753-4281

 

Email: info@ifplan.net

Hours
 

Monday - Thursday

8:30 am to 5:00 pm

Friday 

8:30 am to 4:00 pm

Evenings by Appointment

© 2022 Individual Financial Planning 

 

Securities offered through Sigma Financial Corporation 
A registered broker/dealer. Member FINRA & SIPC.

Advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Individual Financial Planning, LLC. is independent of Sigma Financial Corporation & SPC

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