The Boy Scout motto, Be Prepared, is always good life advice. With all things, including your finances, having a plan in place always makes the surprise curve balls life throws at us more manageable.
While this week’s headlines have highlighted the supply chain issues, we may face this holiday season and shown that having some advance planning will make our lives easier this winter, what about the plan for family’s finances. When was the last time you had a tune up for your financial plan or maybe you need to start the planning process? It’s never too late to get started.
According to a CNBC survey only about 17% of Americans have a financial plan in place. When it comes to your life savings and financial goals, having a plan in place makes it 2.5 times more likely you’ll save enough for your retirement goals.
At Michael Brady & Company, we help make sure that you are prepared for whatever the changing market, economic, and policy conditions might bring your way.
Our financial planning process is designed to holistically look at every aspect of your financial life to provide you with actionable recommendations to help you on your path to financial success. Covering everything from Social Security claiming strategies, asset allocation, and tax issues to estate planning, we help our clients avoid costly mistakes that can derail even the best DIY planners and investors.
We make sure the important questions are answered like, do you have an emergency reserve of cash so that you don’t have to sell stocks into a bad market to cover a necessary expense? Do you have your portfolio structured so that you can ride out the bad conditions until they improve? Do you have the proper mental attitude to survive an adverse environmental change without making dangerous emotional decisions?
If you and your life savings are being ignored or feeling taken advantage of, come join our family. We are a family-owned financial planning and investment advisory firm who promise to treat you like family. No products. No hard sell. No gimmicks. Just honest advice based on four decades of experience.