Every family has a financial plan of some sort, either by design or default. The question is, how well does your current financial plan line up your family’s life goals?
By taking just a few minutes to evaluate your current plan’s performance in the following key planning areas, you could be taking a big step toward building a better financial future for your family.
While it’s true that better planning is no guarantee of success, it is also true that poor planning could increase your probability of failure. If your self-evaluation reveals some areas of concern or opportunities for improvement, maybe the time has come to consider the services of a professional financial planner.
Please contact David St. John for a complimentary consultation.
*These services are offered by David St. John through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM