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Year-End Financial Planning Checklist
There is much uncertainty in the social security system and financial markets. But you already knew that.
You need to plan carefully and save diligently for your financial future. But you knew that, too.
There is a bank or financial firm on nearly every corner. So what makes us any different? At Align FSG, we combine what you already know with financial plans carefully constructed around your personal values. Our process aimes to take the fear and drudgery out of retirement planning and replaces them with comfort and optimism.
Maybe you have been saving diligently with your 401(k) plan, but you don't know if you're “on track” for retirement. Maybe you're getting ready to retire and you're not sure how to turn your nest egg into a paycheck. Maybe you are just uncomfortable with “financial people.” You've come to the right place. Our approach is designed to surround your good habits with purposeful financial plans so that you can create the retirement you envision. We don't use fancy language or elaborate investment charts. We simply align your values and visions with financial plans and investment strategies.
You don't need to be a rocket scientist to invest successfully. You don't need to read the Wall Street Journal every morning, nor do you need to watch Squawk Box every night. So, what matters most? And how can Align FSG help you get from where you are to where you want to be?
Very few people can follow these guidelines when it comes to managing their own nest eggs. And that’s where a trusted advisor can make a difference.
At Align FSG, we believe that financial peace and prosperity are found in the alignment of investment and intention. We focus on ensuring that your financial decisions align with your life goals. The result is a workable plan that is in full harmony with each aspect of your life, we hope offering peace of mind and the knowledge that everything is working toward an integrated whole. Our process involves envisioning retirement first, developing a plan to make that vision a reality, and searching diligently for the investment products you’ll need to get there.
Align FSG is an independent financial firm. That means we are not restricted by sales objectives or proprietary product constraints. We are free to act in the best interests of the clients we serve. We are supported by the nation's largest independent broker/dealer, Commonwealth Financial Network®. We are a happy hybrid of very personalized service with the added value of substantial expertise and experienced research teams. You will work one-on-one with someone who knows and remembers you, your family, and your goals, while a team of experts works behind the scenes. We think this is the best of both worlds. We encourage you to schedule a no-obligation and absolutely no-pressure meeting with us—to see if you agree.
Even if you're not quite ready to step in to a retirement plan with us, “let's get to know each other.” By joining our Facebook community or attending one of our financial workshops, you can gather thoughtful information and learn tips for building a great financial future. Or you can join our newsletter mailing list to receive quarterly information-packed articles on retirement planning topics.
If retirement is right around the corner for you, you will find our Ready, Set, RETIRE kit essential as you begin to make plans for applying to social security and Medicare and learn the ins and outs of your new “career.” Complete this form to receive the kit by mail or e-mail.