How to Bring Order Into Your Financial Life

In this segment B&E’s President Sarah Kaelberer talks about how to bring order to your financial life.

 

You need to ask yourself “how do I bring order to my financial life?” Consider what can happen if your spouse suddenly dies and you need to know about the various bank accounts, real estate ventures, trusts, and insurance and you had to access and manage it all while grieving the loss?  It happens and unfortunately one of our clients lost her husband unexpectedly.   Some of their accounts were a moving target and her husband was actively trading the day before he died.  It was difficult for her to know where to start. Where do you turn to get it all into order?  We were there to help her pull all the pieces together. She needed to know a clear picture of her financial life and to know her resources were allocated to get the best life possible.

Have you asked what is the value for you to have peace of mind?

Let me share with you another story described to us by our clients:

A couple had been approached by financial people when they were in their twenties, thirties and now in their forties but no one had ever offered to take a complete look at both of their financial lives.  When they met us, and after fifteen minutes of talking with us, one of them turned and said “where have you been all my life!”  They finally had clarification about their total financial picture and clearly understood what actions they needed to take to set up for retirement. Why didn’t that get clarified and brought to order earlier? When probing further, we found that the expectation was that they, the client, had to organize their finances first. That is not how it works with us…we bring order to your financial life and help you make decisions.

Our clients expect us to help them bring order to their financial life so they can get on living their life.  As author Mitch Anthony of Your Clients for Life says, “helping you get a better return on life” is our goal.  We don’t avoid the stuff that’s hard to talk about.

When things get chaotic, we help our clients organize and they will often say they gained confidence and peace of mind knowing the steps.

With your interest in mind, B&E puts your financial life in order to help you get a better return on life.

Securities offered through ValMark Securities, Inc. Member FINRA/SIPC.  Investment Advisory Services offered through B&E Investment Advisers, Inc. a State Registered Investment Adviser that is a separate entity from ValMark Securities Inc.