It is our belief that to achieve the important financial goals in life, one must have a Plan. A financial plan can be as easy as, “I want to save as much as I can for retirement;” “I need life insurance for my family should early death occur;” “I want to buy a boat;” “Yikes, I need to start thinking about College Funding;” Our parents are getting older and we need Long Term Care Protection for their protection.”
A Comprehensive Financial Plan exists when all objectives are considered….all current, as well as any that life presents along the way. We believe that if we anticipate and plan for the changes in life and make our decisions globally (all objectives weigh in to each financial decision), as opposed to locally (making a quick decision based on the prevailing circumstances), that we have a better chance of reaching all of our client’s goals.
The financial plan “Client Profile” document allows us to fully understand our clients, their financial resources, concerns, and objective. This information helps to illuminate the types of strategies that are appropriate for the client, and serves as the play book for our relationship. In essence, this Plan will serve as the fabric that weaves all of your financial objectives together, and we at Tattersall Financial are there to help you navigate the path to pursuing your goals.
FINRA.org, SIPC.org
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A personalized strategy for each of your life goals.
Major Purchase
This is for investors who are saving for a home down payment, future tuition, or any other specific purchase or event.
Build Wealth
Often you don’t have a specific reason to save but still want to grow your wealth over a long period of time.
Safety Net
This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund.