Financial Planning is an important component for everyone’s financial life. It is the key to achieving financial freedom and helps you see the “big picture,” when it comes to setting long- and short-term life goals and being on track to achieve them. A proper financial plan outlines your personal circumstances, objectives and risk tolerance; it also acts as a guide in help you choose the right kind of investments to fit your needs, wants and goals.
Certain events such as marriage, planning for children, paying for college, receiving an inheritance, purchasing a new home, divorce and retirement, among others, can trigger the need for a financial plan However, having a financial plan in place at any stage of your life will help you see if you are on the right path financially and can diminish the stress caused by uncertainty regarding your financial future.
Some of the additional benefits of having a financial plan are:
One of the best ways to develop a Financial Plan is to speak with a Financial Advisor. If you have not worked with one before, you may want to get recommendations from people you trust or do your research and look for financial professionals who are a good fit for your needs. A financial services professional can help you review the current state of your financial portfolio discuss with you long-term planning, anticipated changes, investment choices, and results in your customized plan.
Keep in mind that life circumstances change constantly, so once your financial plan is in place, make sure that it is periodically reviewed so that you continue to stay on target to achieve your financial goals. Happy planning!
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Eagle West Group and Cambridge are not affiliated.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.