It’s important to have cash reserves on hand in case of an emergency, but holding on to too much of it can inhibit your long-term wealth goals. Hear from the newest FFP Wealth Advisor Scott Zavitz about the sweet spot for your cash savings.
When we spend time in the office mapping out a long-term financial strategy, it’s easy for us to get buried in the mechanics — how much to move, what to withhold for taxes, how to structure the accounts to maximize tax efficiencies. These are all important considerations when it comes to protecting your capital.
*Representatives are licensed to offer insurance and annuity products in AL, FL, GA, IL, IN, KY, MA, ME, MI, MO, NH, OH, SC, and TN and are licensed to offer investment products in AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, 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.