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Embrace the three P’s of financial planning

 



​> Take two aspirin and call me in the morning
Sometimes you need to seek out the advice of a professional. For your health…for legal issues…and when it comes to your financial well-being. It just makes good sense.
 
A professional financial advisor can help sort through all of the options available to you and put together a plan that will help you achieve your short-term, and long-term, financial goals. And as your life evolves and your priorities change, your advisor will continue to work with you, re-evaluating and adjusting your plan along the way.
 
This section will help you prepare to meet with your advisor by introducing you to some of the concepts you will likely discuss. This section is not meant to be a comprehensive guide; please consult an advisor before making any decisions.
 
> Prepare to enjoy your future
A sound financial plan is the best way to help ensure a comfortable retirement. Whether you dream about spending your retirement years in the sunny south, having a summer home up north or just relaxing and enjoying a well-earned rest with family and friends, knowing you have the freedom to realize your retirement dreams is what financial planning is all about.
 
> Be prepared for the unexpected
It may sound impossible, but you can plan for the unexpected. The ten strategies found in this guide can help you be financially prepared for most situations. A strong and sound financial plan will help ensure you are ready for any emergency and give you peace of mind that if something should happen to you, your family would be well cared for.
 
> The best time to start is…now!
It doesn’t matter how old you are or how much money you have; the best time to start planning your financial future is right now.
 
Remember, the financial plan you put in place today will be the foundation for the financial security you, and your family, enjoy tomorrow.