When it comes to the important things in life, you turn to a professional. That’s why you have a doctor, a dentist, and maybe even a lawn care professional. Which begs the question: What’s more important than working toward your long-term financial goals? Not much. That’s why so many individuals turn to a Financial Advisor.

A Financial planning professional can help you:

• Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments, and inherited wealth
• Develop a realistic, comprehensive plan to meet your financial goals by identifying financial opportunities and building on financial strengths
  
• Put your plan into action and monitor its progress
  
• Stay on track to meet changing goals, personal circumstances, markets and tax laws

Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:

• Making sure your money will last during retirement or rolling over a retirement plan
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or disabled child
• Funding education
• Dealing with a complex financial situation such as calculating how long your retirement income will last or maximizing tax strategies