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Are You Building a House of Cards or a Home?
You know a home requires a solid foundation. But how do you build a solid financial foundation? With so many do-it-yourself retirement investing solutions at your fingertips, it’s easy to think you can simply create your own financial plan without any help.
Managing your own financial planning with a limited understanding of economics, finances, time and without finance professionals to assist you along the way, can have a substantial impact on your future wealth.
Ironically, we don’t question hiring a contractor to lay our home’s foundation, yet roughly, only 50 percent of pre-retiree’s will consult a financial planner to build their financial foundation (Society of Actuaries).
CERTIFIED FINANCIAL PLANNER™ Professionals provide three key services to build a solid foundation:
How we help you build your financial foundation
We use the STEPPing Stones ™ process. This process looks at your whole life, not just the parts, and supplies you with the tools to SET real goals, TAKE a financial inventory, EVALUATE short, intermediate and long-range goals, PROCEED with concrete action items and PROACTIVELY address change.
We develop a customized plan evaluating a variety of financial strategies and then provide a selection of financial plans that are most relevant to your current situation and matched with your goals.
The tools we use to help you build your financial foundation
Stocks & Bonds
Bank Deposit Program
13,000+ Mutual Funds
Currencies & Commodities
100+ Variable Life/Universal Life Insurance Company