|
Having a Financial
Plan is YOUR Foundation
Most of us
starting out have some hopes and dreams and not much more.
In order to make those hopes and dreams become a living reality, while
maintaining balance in our lives, requires an assessment of our
resources and an intentional effort to utilize them by doing the right
things in the right way, at the right time for the right reasons.
Many of us begin our life journey with only a job, we don't think we
have any resources to assess; therefore, the belief is that there is
nothing to plan with or for.
As a result, too many times our lives consist of reacting to events that
are happening to us as opposed to proactively pursuing our hopes and
dreams.
By not giving
careful thought to our ways, we go along earning money either with
nothing to show for it, or a bunch of "things" with little relativity to
our true goals. Sometimes, the "things" occupy so much of our time and
effort that we are deceived into believing that we have achieved
happiness.
Too often it takes a life changing event
(
either a tragedy that we aren't prepared
to face,
or an opportunity that we aren't
prepared to take advantage of
) to make us realize that
we aren't where we want to be, or heading to where we want to go.
Why Everyone Needs a PLAN
How do we overcome the temptations to pursue the “things” that take us
away from our goals and objectives? First of all, we must write down
our hopes and dreams. We may just want to get a better handle on where
our money is going; we may want to rid ourselves of the bondage of too
much debt; it may be our desire to give away more money or serve others
in a more significant way; we may want to legally reduce the amount of
income taxes we are paying; we might want to provide the financial
resources to send our children or grandchildren to college; it might be
our dream to have a special vacation or even a vacation home; we just
may want to trade cars on a regular basis or remodel our kitchen; maybe
we just feel the need to improve the yield on our existing investment
portfolio, IRA, or 401(k).
We're sure most people
understand the common sense practicality of having
a Financial Plan.
Certainly you want to
know that you’ll be able to provide for your children’s college
educations, any of your family’s unexpected future needs, and for your
own retirement.
Allow us to Serve YOUR Needs with a
Professional Financial PLAN
ACCOUNTING
TAXATION
BUSINESS CONSULTING
PERSONAL FINANCIAL PLANNING
FINANCIAL PRODUCTS
____________________
Advisory services are provided through Creative Financial Designs, Inc.,
Registered Investment Adviser,
and securities are offered through cfd Investments, Inc., a registered
Broker/Dealer.
Member NASD & SiPC 608 East Boulevard, Kokomo, IN 46902 (765)453-9600
|
