We put together a new research report that looks at the challenges in achieving financial security for today’s investors and how creating a financial plan can help.
It wasn’t that long ago that achieving financial security was a relatively minor challenge and that financial planning was thought of as a discipline that only applied to the very wealthy. Consider the fact that, just a few decades ago, the average life expectancy was 74 years. At that time, a three-legged stool of Social Security, personal savings, and guaranteed pensions supported the majority of retirees. It is no wonder that so few people were concerned with outliving their money! However, much has changed since then.
This easy-to-read research report looks at the current investment environment, the challenges most people face that, if not addressed, can impede their financial well-being, the importance of setting financial goals, what financial planning really is, and how creating a financial plan can help you achieve financial security for you and your family.
If you’d like a free copy of this report, click here now to download it.
Arie J. Korving, a CERTIFIED FINANCIAL PLANNER™ professional, has been delivering customized wealth management solutions to his clients for more than three decades. Prior to co-founding Korving & Company, he was First Vice President with UBS Wealth Management and held management positions with General Electric.