Financial Planning – Time Marches On

Time marches on… What are you doing with your money?  
I often speak about the importance of investing for the future and planning for your retirement. Some have taken my advice, and many have not. That might simply be because they may already be working with a financial advisor. But if they haven’t called simply out of indifference about their financial future… that worries me.
Weeks, months, or years may have passed since your last planning session.
I don’t want to be grim, but let’s face some facts. Time is passing whether you’re doing anything about it or not, and with each day retirement gets closer and closer. Many people go through their 30s and 40s without ever really giving serious thought to their investments or how they’ll live after they stop working. Maybe they’re reluctant to face their mortality, or they’re just too busy to stop and plan. But for some reason, they let things go until it’s almost too late. I don’t want that to happen to you. Someday, you’ll live on your savings and the income stream from your investments. That’s why I want to show you how to make the most of your current assets, even if you think you’re doing everything you can.
What if the market goes down? Chances are, you’ve got assets in the stock market – either in common stocks and bonds or in mutual funds. Well, that’s fine for now. But what happens when the economic conditions change and the market reacts? I’m paid to think about such things, things my clients would rather not deal with. I can show you how to diversify (although it does not guarantee against market loss), preserve your money, and help you strive toward strong long-term returns no matter how the stock market fluctuates. That’s my job. Do you take what few idle hours you have in your week to review your investments? Even if you do, in those few hours you can’t possibly gauge developments in the financial markets. I can. My full-time job is staying on the leading edge of financial tools, investment trends and wealth-preserving opportunities.
Come in for an “Investment Checkup.”
I’d like to offer you the chance to come to my office, at no obligation, to review your investments and discuss how you may best take advantage of positive market conditions when they exist. Normally, I’d charge a fee for the time, the research and the ideas I’ll give you. The “Investment Checkup” is free. You don’t have to choose me as your financial advisor. But I know you’ll find the information I give you useful, surprising and even exciting. Call me today at (978) 864-9581 and let’s make an appointment. Time is passing, and every day you wait to fine-tune your investment strategy is another day that you may have found the key to long-term financial independence. How much longer can you afford to wait? Contact us now, and I look forward to speaking with you.