Your financial plan is a dynamic road map that will encounter changes through the stages of your life. In order to ensure that your plan stays
on-track, we utilize tools to learn, plan, act and review your targeted goals.
Learn. Your financial advisor will take time to understand your current situation, your goals for the future
and your questions and concerns along the way. As your guide, he or she will work with you to create a financial needs assessment that
encompasses your goals today and for the future.
Once your advisor clearly understands your plans and requirements such
as your budget, ability for future investment, income needs and risk
tolerance, the planning can begin.
In addition to applying his or
her expertise to your situation, your advisor has sophisticated tools
to aid in providing a plan tailored for you.
Your plan may include a recommended asset allocation that will reflect
the appropriate mix of equity, fixed income and cash that will best
help you reach your goals. Your advisor will also discuss which
specific investments are best suited for your portfolio.
As you move through the various stages of your life, you will encounter
changes that may impact your plan. Your advisor will review your plan
with you to stay informed about life changes and amend your plan to
ensure those goals remain within your reach.
Ziegler financial advisor has the expertise and tools to get you
started on your journey. To receive your financial plan, contact your
advisor orour Client Service Center at 1 866 943 4537 or email@example.com where you will be connected with an experienced advisor to help you establish a plan today.
As you transition into retirement, you will need to replace the income you were earning in your working years. Have you saved enough? Will you have enough income in retirement to fund your lifestyle? Will you need to make adjustments? You may find that your tolerance for risk has changed, and will need to make adjustments to your asset allocation. A financial plan can help you successfully navigate this transition.
This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities, products and services offered through B.C. Ziegler and Company Member FINRA and SIPC.