AIF Financial Advisor
October is National Financial Planning Month and is a great time to review your financial plan if you have one, or create one if you don’t.
How prepared are you to retire? Are you concerned about running out of money in retirement? We can help you answer these questions and provide you with the clarity you need to reach your financial goals.
In many ways, COVID-19 has changed the world as we know it and caused an increase in uncertainty. This also applies to financial planning, which means it’s a great time to update and review your Plan. If you’re on track now, you’ll be in an even better position when times are more certain. According to a 2019 Modern Wealth Survey, 63% of people with a written financial plan feel say they feel financially stable, while only 28% of those without a Plan say they feel the same way.
Developing customized financial plans for our clients is the backbone of what we do at Strothman Wealth Care. We have the tools to provide feedback and recommendations based on your financial goals for the future. We also consider assets, assumptions regarding rate of return, Social Security and inflation during this process in order to inform a personalized Financial Plan for you. Once your plan is in place, we also help you track your progress toward success.
If you’re unsure about your goals in relation to your current financial situation, we can provide you with the clarity you need.
Contact Ryan today to learn more about how Strothman Wealth Care can help.