Are Professional Planning and Advisory Services Right for You?
 

To find out, check the boxes that apply to you.
 
1. I have a written financial plan.    6. I keep good records.
2. I have a will and supplementary estate disposition documents. 7. I am a disciplined investor in both up and down markets.
3. My financial and estate documents comply with current tax codes and reflect the current ages and needs of my family. 8. My investment returns are above average.
4. I have access to reliable economic financial information & enjoy following the financial markets. 9. My accounts are structured to minimize taxes.
5. I have written investment guidelines. 10. I wish I had access to trustworthy, unbiased advice.
 

If any of these boxes are left unchecked, you may want to talk to a Certified Financial Planner. Please provide your Email address and click Submit and we will Email information on our firm to you.
 

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85% of investors believe financial planning is a good idea,

And it is. 

Over a fifteen to twenty year period the
difference between having or not having
a sound financial plan can amount to
several hundred thousand dollars 

Yet 

No more than 50% of investors have a financial plan, 

and 

25% of those plans need to be revised or updated,

Why?
  • People have other interests.
  • They think having savings in the bank and a retirement plan at work means are doing OK.
  • They think their accountant or lawyer has, is, or will automatically take care of these things.
  • They're busy now and as soon as things settle down they'll look into it.
  • They think planning costs too much or it will take too much time.
  • They think they can read a book and do it themselves when the time comes.
  • They think it's already too late to start.
  • They think they should be able to do it themselves.
  • They are embarrassed to ask for help.
  • They don't know what they don't know.



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