If you google the term “Holistic” you will see that it is defined as a diverse field of alternative medicine in which the “whole person” is focused on, not just the malady itself. Well, the same exact thing applies to my financial advisory practice, as we often talk about looking at the whole or comprehensive picture when it comes to financial planning with our clients.
I do encourage my clients to take a step back and really look at their entire picture before making a big financial decision. It is important they we look at the key pieces of the tax strategy, savings plan, investment program, and debt reduction as pieces to the financial puzzle.
Win Damon and I review this topic on WNBP FM 106.1 Newburyport, and talk about real world financial topics every Tuesday at 8:30 am!
Stuart Steinberg, CPA, MBA has been dealing with families and their money issues since 1988. He can be reached at 55 Pleasant Street Newburyport and at (978)864-9581 and stu@eaglerockfinancial.net
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Securities Offered through LPL Financial, Member FINRA/SIPC
30 September 2013