What is your greatest financial challenge? It may be as simple as identifying your financial goals. Where do you want to be ten, twenty, even forty years from now? Then consider this: despite tax breaks and intensive advertising campaigns for 401(k) and IRA retirement accounts, Americans nearing retirement, specifically people ages 50 to 64, may not have enough retirement assets to maintain their standard of living when they reach their mid-sixties.
Making smart financial decisions is a crucial part of life planning. And it’s never too late! Consolidated Financial’s wide range of services can help you make the right financial decisions to pursue your financial goals.
Nobody is more healthy, productive or clear-headed than a person who has planned and is living a meaningful life.
—Donald Miller, Author & Public Speaker
What defines a life well lived? What does it take to be “financially fit”? At Consolidated Financial, our advisors first discover our client’s most essential goals in life before formulating a financial plan. Most of us are preparing for the future, yet sometimes we find it difficult to follow the plan we intended, especially when it comes to our finances. In a world where it has become difficult to plan your way to success, what is the best way to achieve lifelong security? The advisors at Consolidated Financial are prepared to help you create that opportunity for success by assembling the financial resources necessary to move towards your goals and lifelong stability.
Retirement planning requires a level of confidence. You hope that by setting money aside throughout your working years, and carefully strategizing a plan, it will benefit you in the future. Yet planning for retirement also requires courage, resourcefulness and perseverance, especially when long-term economic outlooks can shift so suddenly. You may be tempted to stray from your plan, such as using your monthly 401(k) contribution to buy that new sports car or fall prey to the latest get-rich-quick stock scheme. It is true that over time the vagaries of life can test your mettle to keep a plan on track. At Consolidated Financial, our target driven approaches will help you customize a retirement plan, and our advisors will continually find creative ways to improve it.
Wealth management is more than just providing investment advice. It encompasses all parts of a person's financial life. It is a consultative process with the purpose of defining and meeting the needs of affluent clients with appropriate financial products and services. Those needs may include managing risk, preserving your estate, reducing tax liabilities, and considering your legacy and the causes you believe in. Consolidated Financial’s wealth management advisors are client-centered and can deliver a full range of financial services, products (through Lincoln Investment) and strategies, all with the purpose of helping with your financial goals.