Why Do I Need a Financial Planner

You May be Surprised by the Answer!

Figuring out your financial future can be overwhelming, especially if you are an executive with many different avenues of investments and income. Even if you do not have extensive assets, determining how you can retire comfortably may keep you awake at night. What you need is someone who can understand your challenges, appreciate your goals, and assist you in making an actionable plan.

When you hire the team from Executive Planning Group, P.A., you gain a partner. As your Jackson, MS financial planner, we are ready to work with you and assist you in attaining the future you always dreamed of. We offer a wide range of products and services to provide you with options.

3 Reasons to Hire a Financial Consultant to Accomplish Your Goals

You do not have to be a certain age or in a specific stage of life to hire a financial planner. Here are three reasons you may want to make the leap and partner with an expert, today:

  1. It would help if you had someone in your corner to help you meet your long-term goals. Envision your retirement years. How do they look? If you consider DIY-ing your investments, you may not realize the dream you have for your Golden Years. You may have too much debt or not be savvy enough to make stock switches as needed. A financial planner sits with you and gets to know everything about your finances. With this big picture, they are in a better position to assist you in reaching long-term goals.
  2. They use their knowledge and expertise to design a personalized financial plan. Armed with a complete picture of your assets and liabilities, income and expenses, and risk tolerance, they dive in to create your tailored, comprehensive plan. They will then produce a roadmap you can follow as you work to achieve your goals. This document goes deep and considers various aspects of your financial future, including risk tolerance, estate planning, long-term care, and other pertinent economic issues, both present, and future.
  3. Regular re-evaluations make reaching your financial goals more manageable. You will receive periodic statements offering you a snapshot of your portfolio. By building a strong relationship with your financial planner, you can anticipate potential changes that need to be addressed. These changes may include getting married or divorced, birthing or adopting children, buying or selling your house, changing jobs, or getting promoted.

Partner with a Company Dedicated to Your Financial Health

The experienced team at Executive Planning Group (EPG) in Jackson, Mississippi, is ready to help you achieve the goals you set. We serve executives, small businesses, and individuals with financial planning, life insurance, and other financial products. Request a quote online.

Call us at 601-982-3000 to discuss your specific financial planning needs in Jackson, Mississippi.

Disclaimer: Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment advisory services offered through Valmark Advisers, Inc., an SEC-registered investment advisor. Executive Planning Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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