Our July newsletter is ready and covers the impact of rising healthcare costs on your financial plan, a review of our portfolio management options, and the latest outlook on our investment pillars.
This is the first major market event that has occurred since the merger of SBL and CFM at the beginning of the year. We want all of our clients to know that we are focused on this, and working to ensure that we make correct and considered choices on your behalf.READ MORE
What is Financial Planning?
Think of a financial plan as a map of your financial future. Financial planning is the process of defining your goals, taking an inventory of your current financial situation, and devising a strategy to achieve your goals. Then, after you implement the plan’s actions, you review the progress made toward your goals, and revise your plan as needed. Financial planning is not a one-time exercise, but rather a lifelong process.READ MORE