Do you have a FINANCIAL PLAN for your future?

“Act your wage.” 
― Dave Ramsey

“If you will live like no one else, later you can live like no one else.” 
― Dave Ramsey

“You must gain control over your money or the lack of it will forever control you.” 
― Dave Ramsey

“If you will live like no one else, later you can live like no one else.” 
― Dave Ramsey

 

Most would agree that having a financial plan is of great importance, but why do so few people ever get around to it creating one? Is it because they are too busy? Are they too focused on “penny pinching” that they never think big and focus on their long-term goals? For whatever reason, the truth is that most don’t even know where to even start… That is where we come in!

 

Our office tackles the tough questions such as:

  • When will I be able to retire?

  • How much money do I need to retire?

  • Am I on track to meet my retirement goals?

  • Should I take Social security at 62? 65? 70?

  • Am I investing appropriately for today’s market climate?

  • How much risk should I be taking?

  • Etc.

  • Etc

  • Etc

 

Alright, alright, you get the point… YOU NEED A PLAN!

 

Not just any plan though… Together, we are going to create a personalized Comprehensive Written Financial plan!

 

I understand that "what doesn't get measured, doesn't get done".  Let's get started on your financial plan.

 

Call me today at 540-574-2508 

Best Always,

Chuck Williams

Forbes Magazine: Eight Things A Financial Plan Should Tell You

  1. How much of a "lump sum" is required to provide the retirement income I will need?

  2. What is the probability that I may run out of money?

  3. What rate of return do I need to earn on my nest egg to meet all of my goals?

  4. What is my net worth?

  5. What are my debt ratios?

  6. What is a safe withdrawal percentage and why is it important?

  7. What is my probability of running out of money at various levels of expenses?

  8. What is the probability of exceeding my required rate of return?-  --https://www.forbes.com/sites/mikepatton/2012/09/25/eight-things-a-financial-plan-should-tell-you/

Forbes Magazine: Eight Things A Financial Plan Should Tell You

  1. How much of a "lump sum" is required to provide the retirement income I will need?

  2. What is the probability that I may run out of money?

  3. What rate of return do I need to earn on my nest egg to meet all of my goals?

  4. What is my net worth?

  5. What are my debt ratios?

  6. What is a safe withdrawal percentage and why is it important?

  7. What is my probability of running out of money at various levels of expenses?

  8. What is the probability of exceeding my required rate of return?-  --https://www.forbes.com/sites/mikepatton/2012/09/25/eight-things-a-financial-plan-should-tell-you/

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Harrisonburg, VA  22801 

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Toll-Free: 800-296-2680

Fax: 540-433-3561

Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC Advisory services offered through Jeff Harris & Assoc. RIA, a registered Investment advisor. Harbor Financial Services LLC, Jeff Harris & Assoc. RIA, and Cornerstone Insurance Solutions are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA do not offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. 

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