Planning
Financial planning is key to many of life's successes. We all see ourselves following a particular path in life, but starting down that path without a financial plan in place is a little like taking a long journey without a map. Navigating without it is tricky at best, and too many wrong turns can derail our journey entirely. Often we are so busy reaching our goals that we overlook the importance of planning the path to get there.
One of the first steps in planning for your future is sitting down to analyze what you will need financially to achieve your goals. Some people believe they can’t afford to save – they put off saving and investing to live in the here and now. I can show you how a well prepared financial plan can keep you on track when life hands you difficult decisions– like what job to take, when to buy a home or start a family – so you can stay on path to achieve your goals.
Put yourself in the drivers seat of your future. I have the financial planning tools you need to help manage your income and expenses effectively throughout your lifetime, and will help you create a plan that strategically addresses your unique needs and goals.
Click the following links to learn more and contact me to take the next step towards a more secure financial future.
One of the first steps in planning for your future is sitting down to analyze what you will need financially to achieve your goals. Some people believe they can’t afford to save – they put off saving and investing to live in the here and now. I can show you how a well prepared financial plan can keep you on track when life hands you difficult decisions– like what job to take, when to buy a home or start a family – so you can stay on path to achieve your goals.
Put yourself in the drivers seat of your future. I have the financial planning tools you need to help manage your income and expenses effectively throughout your lifetime, and will help you create a plan that strategically addresses your unique needs and goals.
Click the following links to learn more and contact me to take the next step towards a more secure financial future.
This material is intended for general public use. By providing this material, Independence Planning Group is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.
Independence Planning Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422 / (267) 468-0822
PAS is an indirect, wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Please note that "FINRA," "SIPC," and "Important Disclosures" are hyperlinks.
GEAR no. 2017-49172 exp. 11/2019
Independence Planning Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member of FINRA and SIPC.
OSJ: 1767 Sentry Parkway West, Suite 200, Blue Bell, PA 19422 / (267) 468-0822
PAS is an indirect, wholly-owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Please note that "FINRA," "SIPC," and "Important Disclosures" are hyperlinks.
GEAR no. 2017-49172 exp. 11/2019