Preventive maintenance.

Most of us know that we should see a doctor for regular check-ups. But did you know that it actually took a while for the medical community to educate people that staying healthy was a better approach than waiting until they got sick? An entire industry – Health Maintenance Organizations (HMOs) – is built around the principle of making sure that people are staying healthy with regular check-ups. This not only ends up saving people money, it also saves lives.

The same thing also changed the way that dentists do business. In the old days you saw a dentist when your toothache got too bad to ignore. Today you get our teeth cleaned twice a year and, instead of dentures, people maintain healthy teeth throughout their lives.

Financial wellness is equally important. Your finances often have as much impact on your quality of life as your health. In fact, your financial wellbeing often helps determine the quality of the health care you receive.

Like a doctor or dentist prescribing preventive care, a financial advisor will prescribe the best way for you to stay financially healthy, will chart your path to financial security and help you avoid those activities that lead to a financial breakdown.

The best time to get financial guidance is when you’re young. However many people believe that they don’t have enough money saved to interest a good financial advisor. Many advisors are willing to work with beginning investors as a way of developing a long-term relationship that will pay off for both parties. Many of our younger clients were referred to us by their parents who knew the value of good financial guidance.

We welcome the opportunity to provide you with a financial check-up.

Tagged , , , , , ,
%d bloggers like this: