The first year they made up the rules as they went along. At the helm was a team of young women (all under 30!) with no experience whatsoever in the publishing industry. In September of 2006, Celebrate Hilton Head (CH2) burst onto the scene with a fresh perspective on Hilton Head Island, Bluffton and the surrounding Low Country. Securities offered through an affiliated company, Spire Securities, LLC., a registered broker/dealer and member FINRA/SIPC. Spire Wealth Management, LLC is a federally registered investment advisory firm.
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Which question is on your mind? Call today for a free consultation with one of Barron’s Top Advisor Teams-Blisk Financial Group.
A customized financial plan with an investment plan, good asset management and monitoring is key to keeping you on the right road, and providing you with the worry-free of financial security you want for your family and yourself. This is where it is important to work with an experienced professional. Yes, you are right-those index funds aren’t going to pick themselves. Taking all your money and dumping it in CD’s or index funds may not provide enough. Does it need to be liquid? Do you need an income from it? For how long? Do you plan to start another business or go back to work? Answers to these questions will guide us in setting aside the right amount of cash reserves and creating the right asset allocation, which is implemented with good investments. This may be the largest amount of money you’ve ever received either in a one-time payment or over time, which may call for asset management. Question #3: Are you selling a business or changing jobs? If you have “special need” considerations for yourself or a family member, what tools are available to help you accomplish- this important goal and put your mind at rest? We then tie this information together with what you’d like to leave as a legacy or estate. Without a long-term care plan in place, you could put your entire retirement savings at risk with the rising cost of skilled or nursing home care. We start with a review of your current life insurance and long-term care polices. One example is reviewing what measures you have in place or need to put in place to protect the people who are most important to you. Question #2: How can you protect your loved ones? Investment planning around your investments is different from asset management.
There are, of course, many factors we consider in assisting you in making this important decision, including tax bracket, carryforward gains/losses, and more. This means determining when and where you should take the money from each year (endowment spending). To answer this question, we review what retirement income strategies are available for you. Question # 1: How do you know you have enough to retire? However, most folks living in our fast-pace world just don’t take the time to put their arms around how these three things can improve their lives. Take, for example, 1) asset management, 2) investment planning, and 3) financial planning. This is the very foundation of making sound decisions for your families, and yourself. Good communication is so very important to everyone. Today, we live in a 30-second sound bite world.
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