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How a Financial Planner Can Help You
How do you know if you could benefit from the services of a financial planner? You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions. And in today's hectic world, it can be beneficial just to have a financial expert to help make sure you stay focused and follow through with your financial plans.
Financial planning can help you:
- Set realistic financial and personal goals
- Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
- Put your plan into action and monitor its progress
- Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets and tax laws
Events that might prompt you to seek the services of a planner
Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:
- Making sure your money will last during retirement of rolling over a retirement plan.
- Handling the inheritance of a large sum of money or other unexpected financial windfall
- Preparing for a marriage or divorce
- Planning for the birth or adoption of a child
- Facing a financial crisis such as a serious illness, layoff or natural disaster
- Caring for aging parents or a disabled child
- Coping financially with the death of a spouse or close family member
- Funding education
- Buying, selling or passing on a family business
InConcert Financial Group can help you with your financial planning. Fred Nelson , Certified Financial Planner (CFP), is our Senior Advisor in the Wealth Management Department. He provides Financial Planning, Asset Management, and Wealth Management services for our clients. He enjoys financial planning challenges and works diligently with clients to create the futures they desire.
For Additional information, please contact our consultants at 510-235-1044. |
