Superior Financial Planning Today and Tomorrow
Our major objectives are:
- To establish a long lasting relationship with our clients and have the ability to change with them over time as their needs change.
- To provide superior financial planning for all our clients.
- To provide educational services and consumer-oriented products that are goal fulfilling for our clients.
- To endeavor as professionals to place the interest of our clients above our own.
- To conduct our business with integrity, diligence, full candor and imagination
Is Financial Planning Really Necessary?
Financial planning…… Why does it affect you? You may be a college student...a young professional...newly married...or nearing the age when you'd like to retire and enjoy financial security.
Perhaps you've always thought about developing a financial plan. You just could never seem to get around to it. There are so many excuses. "Too busy…….no time……whatever I am doing is just fine…...and besides, it's too complicated," you've rationalized.
Let's face it. With today's hectic lifestyle, it's all too simple to put off until tomorrow what you should be doing today.
92% of retirees, according to a national consulting firm, feel they have inadequate income. Maybe that's because more people spend time planning a 2 week vacation than preparing for 10 to 20 years of retirement.
Or maybe it is because your financial options have become so increasingly complex that it is virtually impossible to invest confidently without extensive research and constant monitoring... and you probably have neither the time nor the resources to do either chore.
So you want objective assistance from someone who has a personal interest in your needs and no vested interest in the financial product.
Here are 5 ways that MONEY & more Financial Services can help you find financial security:
- With comprehensive financial planning
- Recommendations that are unbiased
- With maximized returns and minimum taxes; minimum risk and peace of mind
- Personal service and constant feedback
- With proven expertise
Why Now?
Life expectancy in this country continues to increase. Living longer means you will need to save more. Whether you are a college school student, mid career, or edging toward retirement, the time to begin planning for your financial future is today.
Who do you trust to be your partner in making your investment decisions, and your financial plans? A large investment firm where your account is a name and a number? Or a firm that offers depth and breath of expertise, coupled with personalized service and attention to detail?
Planning for your financial future now can have a dramatic effect on the choices you have made throughout your lifetime. A sound financial plan can result in freedom and flexibility down the road, paying material dividends as well as ensuring peace of mind. Our goal is to be the best comprehensive financial planning organization possible based on the service, experience, and product variety offered by our professional staff. We are just a phone call, or an e-mail away.
Your next step....
If you are the kind of person who goes for a medical checkup to prevent a crippling illness rather than wait to treat it after the fact, call our office or email, to schedule your FREE FINANCIAL CHECKUP.
It's your money, your future, and now, your move.
At MONEY & more, you and your Financial Consultant will establish an ongoing relationship and work together as partners for the long haul. Based on an in-depth interview, your Financial Consultant will work with you to develop an individualized financial plan tailored to your particular circumstances, investment objectives, and risk tolerance. He or she will then monitor your portfolio closely to ensure you are making appropriate progress toward your objectives by making available a full range of wealth building, managing and preserving services... As your needs evolve, your Financial Consultant will keep watch so that your investment strategy is consistent with your changing circumstances.
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