I’m going to share a little “inside baseball.”
Any advisor can review your investments and tell you why they went up or down.
But an advisor worth their weight in gold will be able to give you a detailed agenda to ensure your financial plan is on track.
This would include a review of all aspects included in your original financial plan. Items up for discussion are: risk review regarding everything from property and casualty coverage to your insurance and long-term care coverage.
It also includes a retirement plan review, projections for your financial future, and an estate plan analysis to make sure everything is current.
Finally, a good advisor will talk to you about tax planning and how to efficiently manage your tax situation. They will have their eyes wide open about the different strategies you can take to keep more of your hard-earned dollars and legally give less to Uncle Sam.
Listen, life happens. And as I mentioned before, things change. We’re currently amid a season of big changes with COVID-19. Maybe it’s time to schedule a conversation about your portfolio right now?
We’re not going to pressure you to buy another policy or alluring investment. In fact, we’ll listen, ask the right questions, and then give you the answers your need.
Yes, there are times when a few strikeouts may occur. But a good advisor will also give you some “grand slams” that will make you very, very happy. Having a smart and dependable financial advisor counts, and our goal here at Money & Clarity is to prepare you for the unexpected so you can focus on reaching those goals.
If it’s been awhile since we’ve talked, there’s nothing better than the present to schedule an appointment by calling us at 513-563-PLAN (7526) or book online. We’ll make sure you feel confident about your portfolio as we keep an eye on the ball.
Nikki Earley, CFP® & Dan Cuprill, CFP®
P.S. There’s something “fishy” about tomorrow’s blog. I won’t “clam” up about it… it’s a real issue!
P.P.S. To learn the steps you can take to protect and even capitalize on recent investment volatility in light of COVID-19, check out my webinar.