A Second Opinion And A Cup Of Coffee

By Todd Iglehart

Have you ever been so sure of something only to second-guess yourself when life throws a curveball? Sure, it's important to revisit goals regularly, we all know that. But when it comes to your money, it is especially vital.

For example, life situations such as a new baby or career change may alter your financial priorities. Or you may be curious about different financial strategies and want to make sure that your plan is still the best one for you. Perhaps you are questioning your current investment plan in light of the confusion in the market. That’s completely normal, and in order to stay committed to your plan, you need to have complete confidence that it is still working for you and ultimately getting you to where you need to be for your golden years to pan out like you dream.

If you are nodding your head as you read this, here’s what we would like to offer: a cup of coffee and a second opinion.

A Financial Plan Review

Come on in and sit with us for a while, no obligation. During this appointment, we’ll help you to outline your financial goals and review your current plan, 401(k), investment portfolio, insurance, etc., so that we all can see the full picture of where you stand, where you want to be, and ensure that we are all on the same page with your objectives.

We can answer any questions you may have about the market, strategies, or basic financial tips and principles. Then we can apply your concerns, ideas, and aims to your current plan to see how everything lines up.

There’s No Harm In Asking

Once we have a solid overview of your finances, we can begin to effectively reevaluate and readjust. If we think your investments/insurance, etc., continue to be well suited to your long-term goals despite the market conditions, we’ll gladly tell you so and send you on your way.

If, on the other hand, we think your plan is no longer properly aligned with your goals, we’ll explain why—in plain English. And, if you’d like, we’ll recommend some adjustments. It may even simply be that a few changes are needed based on your age, current economic woes, or a recent change in your priorities and plans.

It never hurts to take a second look at your financial plan to ensure that it is up to date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams. Whether your changes are big or small, or no changes at all, you will be able to walk away from your second-look appointment with full confidence in us, in your decisions, and in your financial plan.

And regardless of the outcome, the coffee is on us!

Let Family Legacy Financial Solutions help you evaluate where you are now, determine where you would like to go, and address any gaps that may be apparent. If you are ready to revisit your financial plan, schedule a complimentary consultation online today!

About Family Legacy Financial Solutions

Family Legacy Financial Solutions is an independent financial services firm serving individuals and families, retirees, and small business owners in the Cary, Durham, Raleigh, and Chapel Hill areas of North Carolina. We offer comprehensive financial planning and investment management, focusing on building lifelong relationships while educating and empowering our clients. To learn more about Family Legacy Financial Solutions, connect with us on LinkedIn.

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Family Legacy Financial Solutions LLC and Cambridge are not affiliated.

67 views0 comments

Recent Posts

See All