Holistic, Long-Term Financial Planning

You have a busy professional career.

That’s a lot of responsibility and can leave you with little time to care for your own financial health.

Over the years, your assets may become scattered across many different accounts, making them difficult to effectively manage.

This is called a “financial junk drawer,” i.e. a disorganized portfolio of miscellaneous investments that are not optimized to develop into their full potential.

If this sounds familiar, you need an integrated wealth management strategy tailored to meet your comprehensive financial goals. 

Financial advisor, Maryann Keith, joins Adam to talk planning. 

Discover:

• Misconceptions or mistakes that people make when it comes time for them to evaluate their Social Security decisions
• How to define success when it comes to a client’s strategy
• Common advice specifically regarding the tax impact on Social Security in regards to Social Security and retirement
• What should widowed and divorced folks look out for when planning to take Social Security
• And so much more!

It's never too late to take control of your financial health.