October is financial planning month and a great time to review your financial situation. Regardless of what your goals are, financial planning can help you achieve them. Financial planning is examining your financial situation and designing a specific plan to help you reach your goals.
Financial planning involves multiple areas of finance, such as budgeting, debt management, savings, retirement planning, insurance, and estate planning. In addition, financial planning may include holistic planning, which focuses on achieving your life goals by properly managing your financial resources, health, and other aspects of life.
An experienced financial professional can help guide you through the step-by-step process and design by meeting your goals and providing guidance in several areas of your financial life. They’ll examine your current income, savings, insurance and investments, then make recommendations on improving your financial situation to meet your goals. While every financial professional has their unique strengths and specialties, most can advise you on the following:
While you can pursue financial planning independently, you can benefit by working with a financial professional to:
Review your situation with your financial professional to help determine the ideal life plan for you. Contact us today to get started.
Disclosure: The sources used to prepare this material are believed to be true, accurate and reliable, but are not guaranteed. This information is provided as general information and is not intended to be specific financial or tax guidance, only investment advisor representatives can offer financial plans. Please ask your financial professional if this service is available to you. When you access a link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Charlie leverages his extensive background to structure insurance-based plans to protect families and businesses. He is a rare individual who believes the client relationship is the most important aspect of protecting a family’s future. Charlie has been a financial advisor and insurance specialist for over 20 years. In conclusion, contact us today to schedule your first appointment.