We’ve been talking recently about homes – you can read about building here, buying here, and mortgages here. Today, I wanted to share my recent experience and a few tips from remodeling both my personal home and our Family Financial Partners office.
So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.
What comes to mind when you think about replacing your roof? Spending money you’d rather spend elsewhere? Tedious decisions such as tile versus shingles or metal? Now think about remodeling your entire home. Are you picturing yourself in a comfortable new oasis that suits your every need? We thought so.
*Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA, WA and WV and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TX, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.
