Springtime is just around the corner. I can see the dust flying as everyone jumps into spring cleaning mode tidying everything up in order to be free to enjoy the great spring and summer weather. It’s been a long winter and it’s time to freshen the home that’s been closed up and heated. It’s also a primo time to make sure everything is tidy with your insurance, investments and other important financial and legal documents.
You certainly don’t want to wait for an emergency to find out that your papers are no longer valid or that things in your life have changed and your paperwork was not updated to reflect those changes. That can really hold things up if you’re facing a crisis. You don’t want a crisis to burn you in other ways by being unprepared.
With its promise of new growth and possibilities, Spring is a great season to schedule a thorough financial review conducted by an Independent Fiduciary Advisor. With only your financial health in mind, an independent fiduciary advisor will determine if everything is up to date, organized properly, documented correctly, and positioned properly to make sure you are getting the biggest bang for your money.
if you act quickly, Retirement Resources is offering a free Spring Total Wealth Management Review for anyone whom requests a free consultation in March or April. It’s a great way to be certain that your finances are as tidy as your home. Give us a call today.