It’s no exaggeration that before we bought our house, we looked at least thirty houses. Yes, the housing market was competitive, but we looked at all kinds of houses then we finally began narrowing our needs and desires down. Finally, after months of deliberation and prayer, we bought our house.
We spent copious amounts of time on our house buying decision and we should have. It’s one of the largest financial decisions most of us make.
But then many of us work 25 to 40 years saving for retirement. We faithfully put away money. Often times we make sacrifices so that we can live more comfortably in retirement. Some of us accumulate $250,000, some of us $500,000, and some of us are fortunate enough to accumulate over a million dollars or more.
After working all those years for some of us our savings surpasses the value of our homes. Positioning our money properly and allowing a financial plan to dictate how our money is invested is as important of a decision as which house we are going to live in.
Whoever you decide to entrust to help you with your planning, we recommend you have a professional develop a financial roadmap that dictates which investments you use and how your money is allocated. This will help you avoid pitfalls and investing in things that don’t ultimately get you to your end goal.
Most people’s end goal is that they don’t want to run out of money, they want to grow their money, and maybe leave some to their kids if they have them. These things are all achievable with a well thought out financial plan that is customized to your specific needs.
When you’re ready to get started building your plan, schedule a 15-minute call with me by clicking here. On this call I’ll answer any questions you may have and discuss a starting game plan.
David C. Treece,
Financial Advisor
864.641.7955
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