Play the long game with a Financial Plan
The past few months can be quantified in units of Advil and Pepto Bismol.
I don't know if anyone noticed. One of the most googled phrases since October24th is "Can I change my vote". See the link here: Google Trends
Since the last debate something caused voters in swing states to re consider their choices on both sides of the "dias."
In the face of strenuous work and financial safety, having a Financial Plan is critical.
Financial Planning creates stability based on your needs, wants and timeline. I am ready to help you find solid footing in these volatile times.
Henry and I instituted an effective customizable platform complimentary to our clients, which will help each and every one of you reach your desired future goals despite the disparities and stresses we all have experienced in 2020. In addition to the privilege of spending time with you, a financial plan enables me to create a better portfolio to suit you and your loved ones.
As my flight instructor once said “you really want to land this airplane without a guidebook? eventually this plane is going to come down and you want to be in control."
I encourage anyone who has been thinking of updating their FP or creating one to not delay and call me now!
We are headed into a joyful season and though it may be a little different this year, there
are still plenty of reasons to smile.
Cheers.
Don't forget the RJ Investment ideas attached.
Chris
Christopher R. Lakian
Financial Consultant, Registered Principal, AIF?
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RH Financial Services, LLC
Independent Practice
1031 Chuck Dawley Blvd
Suite 4
Mt Pleasant SC 29464
T:843-654-9176
C:843-737-6060
F: 888-977-1903
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. RH Financial Services, LLC is not a registered broker /dealer and is independent of Raymond James Financial Services. Links are being provided for information purposes only. Raymond James is not with affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Portfolio Manager, AIF.
4 年Thank you :)