Financial Planning: Not Just Numbers

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Focus on who you are, and who you want to be in retirement when financial planning because financial planning is about more than money.

According to the National Association of Personal Financial Advisors, fewer than half of American adults have a budget.

 

Choose Your Lifestyle

Figure out what money means to you to plan adequately for the present and future.

Savings created from good planning can prove beneficial in difficult times and will serve as a cushion for unexpected life events.

Whether you decide to build a nest egg or want to find other ways to save, the team at Advantage Retirement can aid you in those decisions.

 

Devise a Plan

Make your budget work for you and not the other way around.

It is important to incorporate your goals into your budget, and add dollar figures for each lifestyle goal. Make your budget work for you and not the other way around.

 

Financial Tips

Create a realistic budget to determine how much you can set aside. Advisors at Advantage Retirement will structure a savings and investment plan that is realistic in meeting your financial goals. Calculate how much you will need to save to live comfortably in retirement.

Calculate how much you will need to save to live comfortably in retirement.

Create investment, and safe money portfolios that will help you reach your goals. Portfolios are based on your risk tolerance, age, and a number of other factors.

Examine your own financial situation and create a budget to keep yourself accountable.

 

Get Help

Establish a relationship with a Retirement advisor you trust. We will meet with you to assess your current financial circumstances and develop a comprehensive plan customized specifically for you.

The team at Advantage Retirement will help determine a strategy that best suits your needs.

For more information about financial planning services offered at Advantage Retirement Services, contact Mike Gann and the team at (417) 893-7233, or visit our contact page for more information.