Today we discuss the monetary and emotional impact of not having a financial plan for retirement. Identifying your goals and priorities (for your current life AND future retirement) affords you a clear path to follow and prepares you to handle those curve balls that life tends to throw our way. Creating a plan NOW will help you maximize your financial opportunities and just as importantly, provide peace of mind.
Charlie and Kevin can help you determine what matters most and offer insight on obstacles you may not have considered. Give us a call to discuss your goals, 865-240-2292
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 03/05/2018 and are subject to change at any time due to the changes in market or economic conditions.