Some common questions about financial planning:What if I'm too busy?
Don't wait until you're in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have.
Is the financial planning process complicated?
Each financial plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances. But no matter what type of help you need, a financial professional will work hard to make the process as easy as possible, and will gladly answer all of your questions.
What if my spouse and I disagree?
A financial professional is trained to listen to your concerns, identify any underlying issues, and help you find common ground.
Can I still control my own finances?
Financial planning professionals make recommendations, not decisions. You retain control over your finances. Recommendations will be based on your needs, values, goals, and time frames. You decide which recommendations to follow, then work with a financial professional to implement them.
Common financial goals
• Saving and investing for retirement
• Saving and investing for college
• Establishing an emergency fund
• Providing for your family in the event of your death
• Minimizing income or estate taxes
DISCLAIMER:
Securities and advisory services offered by Mutual of Omaha Investor Services, Inc., a securities broker-dealer and registered investment advisor. Member FINRA/SIPC. Home office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Ph: 402-351-5770. There is no contractual relationship between Boucounis Financial Services, Inc. and Mutual of Omaha Investor Services.
This item was created by the source, which is solely responsible for its content.
