Craig Darnell, B.S. CERTIFIED FINANCIAL PLANNER™

Concerned about your financial security?

During the past several months, I have heard my client’s express their concerns about job safety, stock market performance, and the overall direction of the economy.  My team continues to dedicate its time to addressing our client’s concerns with prudent financial advice and recommendations.  It is immensely satisfying to see my client’s reach their financial goals; whether it is putting a down payment on their first home, affording a child’s college education, or transitioning into retirement with assets sufficient to maintain their lifestyle.

Times may be tough right now, but it should not deter you from developing a plan that focuses on financial security.  Financial planning does not only focus on investments and retirement planning; it also focuses on insurance and estate planning.  Consider evaluating your current financial plan by asking yourself the following questions:

• Do I have enough money set aside to cover my living expenses for 3-6 months should I lose my job?
• Do I have adequate life insurance in place to protect my loved ones should something happen to me?
• Do I have the appropriate estate planning documents in place to protect my family should something happen to me?
• Am I adequately saving enough money into a retirement account on a monthly basis to live comfortably when I decide to retire?

Thank you for taking the time to visit us here and we look forward to seeing you in the office!

Craig S. Darnell, B.S.                                    
CERTIFIED FINANCIAL PLANNER™