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Why You Need a Financial Plan

Life is full of competing priorities –some you plan for and some you don’t. You probably have an idea of the things you want to do that will require money. Things like buying a house, having children, paying for their educations and weddings, and having enough money for a comfortable retirement. But unexpected expenses like a broken-down car or hospital bill can strain anyone’s finances. A financial plan can put you in control so you stay on track regardless of what life throws at you -saving and investing in the types of financial vehicles that are specially designed for your objectives.

Working with a financial advisor can help you build a foundation so that life doesn’t take you –or at least your finances –by surprise. A financial advisor can advise you when there are changes in the markets, tax legislation or the economy, and can help you adjust accordingly. An advisor you trust, and a financial plan you create together, will help guide you through the ups and downs to stay on track toward your goals.