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:
Our goal is to create value by leveraging our team and our technology to coordinate and optimize the products, accounts, and assets that make up a household’s portfolio — and enable clients to more peacefully deal with critical life moments and the evolving complexity of their financial life.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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