Managing Your Own Finances – Fiscally Sound or Potentially Frightening?

Given an ever-changing economic climate, access to a wealth of online investment data and the ease with which one can make even complicated financial maneuvers, it’s no wonder some people are managing their money without the benefit of a professional advisor.

Good idea…or a very bad one?

It is a good idea to know your cash flow: earning, spending and savings. It’s shocking how often people fail to understand where exactly their money goes on a daily basis, how much their investments are growing and how close they are to achieving their financial goals – if, in fact, they have financial goals at all.

If you’re not sure how you managed to spend the $20 in your wallet today, are you really confident that you can simply hop online for a few hours a week and safely guide yourself through your retirement years?

Professional financial advisors are trained to manage money and they keep up with the constantly changing financial arena.

A professional will be able to objectively assess your current financial situation and realistically recommend a plan to get you to where you’d like to be in 10, 20 or more years. He or she will be able to advise you on topics such as disability and life insurance, changing current spending habits and saving enough to pay for your children’s college education.

It’s a myth that only the wealthy need a financial advisor. In fact, those of us who cannot rely on great personal wealth have even greater urgency to make sound, informed financial decisions.

When you are ready to discuss your financial goals, call us at 1-877-300-3454. One of our friendly Northwest financial advisors will be happy to talk.

Investments: Not FDIC Insured. Not Bank Guaranteed. May Lose Value.

Insurance: Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Not a Bank Deposit.

Not Insured by Any Government Agency.