Life is filled with changes, expected and unexpected. Sometimes one is forced to make financial and planning decisions that were never even considered, or viewed as necessary. This is where an Experienced Advisor is an asset. Meeting with an Advisor to create a financial plan is more than creating a budget. You should review your current family situation, your properties, investments, your insurance and pension plans.
If you have been affected by a release from your current employment or are scheduled to be layed off there are decisions that have to be addressed such as medical coverage, pension plans, 401 K plans, etc.
f your are turning 65 and considering retirement now would be the appropriate time to meet with an Advisor to see which Medicare plan is the best for your situation. You should also be looking at your retirement plan to see how it can best serve you in retirement.
Small businesses should plan for business succession. Whether the reason is upcoming retirement, handing off the business to your heirs, or an emergency situation occurs such as an unexpected illness or death
Your goals, present and future should be part of the discussion. A plan is only as good as the forethought used in its creation
An Experienced and Professional Advisor can make a very big difference, guiding you on the path to strategically achieving your goals.
Whether you are just starting out, or turning 65 and preparing to retire, the right advice and plan implementation can make the transition easier.
"You can't know how to get where you're going until you know where you're starting from"