This is the time we start thinking about setting New Year’s resolutions for the coming year. However, consider for a moment that this tradition may be a bit shortsighted.
Did you know that J.K. Rowling created a detailed outline of all seven Harry Potter books before she began writing? And George Lucas envisioned at least six Star Wars movies before filming the first. The point is, success takes time – particularly financial success. It’s good to set goals each year, such as increasing the amount you invest and finding more ways to reduce expenses.
But ultimately, having a plan is what can help you work toward your financial success. If you haven’t developed a solid plan for your retirement income, or if you believe your plan needs to be revised or at least reviewed by an independent and knowledgeable financial professional, please give us a call. There are many ways to position assets to get them to work harder, to diversify future retirement income sources and to help mitigate the potential impact of market volatility and long-term inflation.
We’re happy to sit down with you to review your current plan or help you develop a new one. It’s good to have New Year’s resolutions to work on in 2018, but it’s more important to help ensure your incremental goals can lead to long-term success. That’s where we can help. As an independent financial services firm, we help people create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Contact us at email@example.com or call us at (952) 460-3260 to schedule a time to discuss your financial situation and the potential role of investments in your financial strategy.