When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor. If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or future finances. They have the knowledge to help create a plan that is tailor made to your individual needs and future goals.
Although handling your personal finances is ultimately your responsibility, you can utilize the knowledge of a qualified financial planner to help you make educated decisions. They can help you get the most out of your money as you navigate through life’s ever changing situations. The following are some changing life events that should prompt you to engage with your financial advisor for education and guidance.
Making sure you are on track saving enough for retirement.
Rolling over a pension plan or IRA.
Preparing for a marriage or divorce.
Planning a family, the adoption of a child or funding their education.
How to deal with the inheritance of a large sum of money
Dealing with a financial crisis. Crisis such as loss of job, serious illness or natural disaster.
How best to care for aging parents or a disabled child.
Coping financially with the death of a spouse.
Buying or selling the family business.
Be sure to contact your certified financial planner. They have an ethical obligation to act in your best interest and can help you with a variety of financial needs. Answers from A to Z
No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
“Ranking and/or recognition by unaffiliated ratings services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the firm is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the firm by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information voluntarily submitted, prepared and submitted by the recognized adviser.”