Photo of Eric R. Ebbert, CFP®, MBA, CEO Eric R. Ebbert, CFP®, MBA, CEO Nov 16, 2021

Examine your life. Is it what you thought it would be? Your life probably looks a little different than you thought it would — for better or for worse. Having a strong financial plan can help you prepare for the peaks and valleys that come with life. If you are on the fence about whether you should hire a CERTIFIED FINANCIAL PLANNER™, here are three insights they can give you. 

Financial insight #1: Financial planning

We are all looking for financial stability, and financial planning is the key to helping you achieve that goal. It does not matter who you are or how old you are, financial planning is for you. Always remember, it is never too late to plan for your financial future. A CERTIFIED FINANCIAL PLANNER™ can help you develop a comprehensive financial plan. Financial planning is an ongoing process, not a one-time event.  

Financial insight #2: Estate and trust planning

You have an estate, and it is vital that you make a plan for it. Contrary to popular opinion, you don’t have to be wealthy to have an estate plan. If you own any type of property, you have an estate. Here are some things your estate may include:

  • Home.
  • Car.
  • Furniture.
  • Jewelry and art.
  • Investments.
  • Life insurance.
  • Checking and savings accounts.

When the time comes for you to pass on, you will need a clear plan on what happens next with your estate. A CERTIFIED FINANCIAL PLANNER™ can help you make a plan for the future with estate and trust planning

Financial insight #3: Philanthropy and charitable giving 

Are you passionate about certain causes or missions? If so, you may have a desire to donate to certain charities. A CERTIFIED FINANCIAL PLANNER™ can help you navigate the process of charitable giving — from understanding limitations to tax deductions to record keeping. 

Talk to a ProVise CFP® professional about financial insights to set you up for success

At ProVise Management Group, our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about some financial insights? Contact ProVise today to schedule a complimentary consultation.