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What’s Your M.A.P. Say?

Where is your money and how will you get at it…when you need it most?

Having a plan to get at what you need when you need it is the core of financial planning. Developing a “Money Access Plan” or M.A.P. is essiential. Consider these situations:

    • Are you suddenly on your own or forced to assume greater responsibility for your financial future?
    • Unsure about whether you’re on the right track with your savings and investments?
    • Finding yourself with new responsibilities, such as the care of a child or an aging parent?
    • Facing other life events, such as marriage, divorce, the sale of a family business, or a career change?
    • Too busy to become a financial expert but needing to make sure your assets are being managed appropriately?
    • Or maybe you simply feel your assets could be invested or protected better than they are now.

These are only some of the many circumstances that prompt people to contact someone who can help them address their financial questions and issues. This may be especially true for women, who live longer than men on average and therefore may face an even greater challenge in making their assets last over that longer life span.

One of the best things you can do for yourself and your family is to be prepared to manage your finances responsibly. Even if you see investing as overwhelming or complicated and boring, you need to know the basics behind a well-thought-out investment strategy — at least enough to protect yourself from fraud and/or communicate effectively with a financial professional or spouse. If you feel that consulting an expert might be helpful, don’t postpone making that call. The sooner you get your questions answered, the sooner you’ll be able to pay more attention to the things — family, friends, career, hobbies — that an organized financial life could help you enjoy.

Money Map Plan
You wouldn’t start a trip across country without making a plan; where will you go, when you will stop, what you will eat. So why would you leave the future of your assets up to chance? Let us help you develop a Money Access Plan, or map, so you know where your finances are going and how you will get there.

Create My Map

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What is a Fiduciary...and Why Do I NEED One?

Generally two ways of obtaining financial advice: one is given by stockbrokers, and the other is given by Investment Advisors. While many investors aren’t even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.