Do you know anyone who…
- Was hoping to be retired by now, but instead has to work more years because they lost too much money in the market?
- Has a good income, yet are heading into retirement with more debt and less savings than they had hoped?
- Feels like someone in the financial services industry was thinking more about their compensation than what was truly in their best interest?
Even though most of us work for 40 years or so to earn money, managing our investments and our cash flow is not what most of us enjoy or are comfortable with. This may result in our financial lives operating at a level that is less than optimal.
That is why people many choose to hire a financial planner to join them on their journey. Then they can enjoy the satisfaction of knowing that their finances are well-managed, so they can focus on what is truly important to them and Plan to Thrive!
Jeff Newburn, owner of Plan2Thrive Financial Services, is a CERTIFIED FINANCIAL PLANNER® professional who has extensive experience in helping his clients achieve their goals. He offers a free initial consultation to explore how he may be of service to you and what scope of work would be appropriate for you.
Our goal is that the investment you make in the fees will be more than offset through greater returns, lower taxes or other tangible economic benefits.
Click here to further explore Is Plan2Thrive Financial Services Right For You?
Click here to learn more about The Benefits of Financial Planning.