When is the appropriate time to work with a financial planner? You don’t need to be nearing retirement or have X amount of assets. The answer is; it’s never too early to start working with a financial planner.

There are many triggers that can lead someone to pursue financial advice. For workers nearing retirement, the obvious trigger is the transition from working to retirement.

For Gen X’ers and Millennials, the trigger might be getting your finances in order to create a strategy that aligns with the goals you want to accomplish.

Maybe you have a desire to retire at a specific age or save X amount for a child’s education. What steps need to be taken today for that to be accomplished? Maybe you inherited some money and want advice on how to invest it.

Working with a financial planner can contribute confidence and success to one’s financial picture. An international HSBC study, The Future of Retirement, showed those with financial plans accumulated nearly 250% more retirement savings than those without one. In addition, nearly 44% of those who have a financial plan in place save more money each year for retirement.

Whether you have a complex financial situation, or just want to get ahead of the curve, a financial planner can provide the necessary assistance no matter what stage you’re at in life. We’d be happy to help you get started. Book a meeting with us.

Written By  Heather Jordan
What Are Non-Discretionary vs. Discretionary Expenses?
Brett Sebion, Financial Coach  – July 05, 2024
What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when you draw up a budget is failing to separate the things you need from the things you want. Setting priorities is the first step in coming up with a spending plan. Recognizing which expenses are essential […]
Keep Reading
Roth vs Traditional Contributions
Heather Jordan  – June 26, 2024
What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]
Keep Reading
Am I Saving Enough for Retirement?
Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best financial friend to help along the way. Believe it or not, the government offers tax benefits to retirement savers to encourage putting money aside for […]
Keep Reading

What are you waiting for?

Everything we do boils down to this: by doing what is best for you, we do what’s best for our company. Helping you build financial security and plan for retirement so you can look forward enjoying life.
Open Account right-arrow-dark Sign Up Now right-arrow-dark