GENERATIONAL WEALTH MANAGEMENT
To stay in good health, everyone needs regular checkups from caring doctor's who understand their individual needs - and staying in good "fiscal" health is no different. The following are specific areas of your overall financial picture - that with a comprehensive strategy, knowledgeable recommendations, and the right financial tools - can help you achieve peace-of-mind and quality-of-life:
- INVESTMENT PLANNING
- ESTATE PLANNING
- RETIREMENT PLANNING
- RISK MANAGEMENT
- EXPENSES AND BUDGETING
- 529 COLLEGE SAVINGS PLANS
- TAX PLANNING
To learn more about financial wellness, call us today at 603-296-0063 to schedule a complimentary consultation.
INVEST IN A GAME PLAN
Pursue your dreams: start by identifying your lifetime goals and financial obligations.
It is important to recognize that your goals, responsibilities, and the factors that influence your decisions regarding money, together, define the framework of your financial plan. And, by filling out the documents in your “Financial Planning Workbook” you are taking the first step in developing a strategy to pursue your financial goals.
Review the “Financial Planning Workbook” thoroughly and fill out the forms in as much detail as possible. The information gathered in these documents will provide our team with the necessary data to properly study, analyze, and prepare a customized plan tailored for you.
Download your “Financial Planning Workbook” to begin!
ADULTING 101 - #WISDOM4LIFEJOSH BURNETTE - AUTHOR & PETE HARDESTY - AUTHOR
A complete guide on life planning, responsibility and goal setting.
Adulting (verb) : To do grown-up things and have responsibilities, such as finding full-time employment, paying rent, or owning a car.
Basic life skills go mostly untaught in classrooms, so graduates are on their own to figure out how to live successfully in the world. Without any guidance, where do you start? Adulting 101 is a clever, practical, and timely guide to show how to:
- Find a job and be wildly successful at work- Buy the items you need as an adult (apartment, car, insurance)- Set goals, prioritize, and get work done- Communicate professionally and effectively- Learn money management and how to save and invest wisely- Navigate personal and professional relationships- Avoid the common mistakes of being out on your own- And much, much more
This book will give you what you need to succeed and make a real impact, inspiring you to change the world and be the person you were meant to be.
Learn more by reading ADULTING 101 - #WISDOM4LIFE.
SECURIAN FINANCIAL : THE CASE FOR COMPREHENSIVE FINANCIAL WELLNESS BENEFITS
The link between financial wellness and productivity.
Today, many employers know first-hand just how tight the labor market truly is. Vast numbers of baby boomers are retiring – and not enough millennials and Generation Xers are available to replace them. This makes recruiting and retention a top concern. As a result, employers are offering competitive benefits packages to attract and retain top talent. But what kinds of benefits can employers offer to best achieve these goals? It’s critical that companies understand their workforce and know what’s important to their employees. Employees want to know their employer cares about them. Businesses have noticed employees across the country are increasingly concerned about their personal financial situations – and it’s negatively affecting their daily work productivity. As a result, more and more companies are offering robust financial wellness programs – which is creating a win-win situation for both employers and their employees.
Developed by Securian Financial, the presentation focuses on the benefits of financial wellness.