What are the most important choices we make in our lifetime?
Some of the important choices that have a lasting impact on your life are selecting a college and post graduate education, choosing a career, deciding where you will live, buying a home, getting married, deciding whether or not to have children and saving and investing so that you can have financial freedom someday. Yet, when most people reflect on this, it's amazing how many life changing decisions we make without utilizing the wisdom and guidance experts can provide.
Why is this? There really aren't any good reasons for not taking advantage of the experience of others. My theory is it all starts with children not listening to their parents once they get to a point where they don't have to, because they had to for so many years. Unfortunately, that habit stays with many people for a lifetime. Some think they are better off doing everything themselves.
Financial planning is an area where most people would benefit greatly by working with a professional. Business owners without an exit strategy actually have one by default, only it's not the one they would choose.
The same can be said of estate planning. The state of California has an estate plan in place for everyone who doesn't have one of their own, but it's not likely to be the one you would choose.
Being financially independent is something most people aspire to. How many people know specifically what their financial objectives are and what it's going to take to achieve them?
The process of getting clear on what you want and having a financial plan gives you a much higher probability of getting what you want in your lifetime. Hire an advisor with a Chartered Financial Consultant, or ChFC, or Certified Financial Planner, or CFP, credential with an independent broker dealer who is a Registered Investment Adviser, or RIA. An RIA has a legal fiduciary responsibility to provide their clients with the highest possible standard of care.
Just because you don't have to follow the advice your parents give you anymore doesn't mean you have to make all of life's decisions without someone else's council. Why wing it when you can utilize the accumulated wisdom of a financial professional who will help keep you on track and give you a higher probability of achieving your financial goals?
For more information, visit www.markerwinfinancial.com.
Some of the important choices that have a lasting impact on your life are selecting a college and post graduate education, choosing a career, deciding where you will live, buying a home, getting married, deciding whether or not to have children and saving and investing so that you can have financial freedom someday. Yet, when most people reflect on this, it's amazing how many life changing decisions we make without utilizing the wisdom and guidance experts can provide.
Why is this? There really aren't any good reasons for not taking advantage of the experience of others. My theory is it all starts with children not listening to their parents once they get to a point where they don't have to, because they had to for so many years. Unfortunately, that habit stays with many people for a lifetime. Some think they are better off doing everything themselves.
Financial planning is an area where most people would benefit greatly by working with a professional. Business owners without an exit strategy actually have one by default, only it's not the one they would choose.
The same can be said of estate planning. The state of California has an estate plan in place for everyone who doesn't have one of their own, but it's not likely to be the one you would choose.
Being financially independent is something most people aspire to. How many people know specifically what their financial objectives are and what it's going to take to achieve them?
The process of getting clear on what you want and having a financial plan gives you a much higher probability of getting what you want in your lifetime. Hire an advisor with a Chartered Financial Consultant, or ChFC, or Certified Financial Planner, or CFP, credential with an independent broker dealer who is a Registered Investment Adviser, or RIA. An RIA has a legal fiduciary responsibility to provide their clients with the highest possible standard of care.
Just because you don't have to follow the advice your parents give you anymore doesn't mean you have to make all of life's decisions without someone else's council. Why wing it when you can utilize the accumulated wisdom of a financial professional who will help keep you on track and give you a higher probability of achieving your financial goals?
For more information, visit www.markerwinfinancial.com.