611 Beckwith Drive
The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house and stayed married to the same spouse. They looked forward to retirement and felt Social Security and their company pension would cover all their needs.
While our hopes and dreams may not have changed much over the years, the world has become a more complex place, especially when it comes to your finances. If you do not have a person you can depend on to provide comprehensive financial strategies, recurring review meetings and personalized attention to your goals and objectives than you would benefit in scheduling an appointment with Ruth at Financial Strategies Unlimited.
Read the Financial Strategies Unlimited company pledge.
Most people do not need financial advisor
All financial advisors are the same
Financial advisors serve only the wealthy
Financial advisors are only interested in comprehensive plans
Financial planners are not worth the expense
When it comes to compensation, advisors fall into four categories:
You will need to decide which type of compensation structure works best for you, based on your own personal circumstances.
In many cases, a specific life event or a perceived need may prompt you to seek professional financial planning guidance. Such events or needs might include: