Preparation That Avoids Time Spent in Reparation

In this segment B&E’s Vice President Laura Maksymkow identifies helpful hints for valuable preparation that avoids time spent in reparation.

I don’t know what the future holds. Do you?   While we can’t predict the future, we can help you be prepared to weather the storms.

Let me tell you about a couple that we have been involved with over the years. Imagine if this was your story.

Life happens and significant life changes occurred for this couple.

• Every time they made a significant stock transaction, we immediately thought about several items because they had gone through our PathWise Financial Planning. We considered the tax consequences and where to allocate different buckets of money because we were mindful of their goals for the next 1, 3 and 5 years.
• We have provided them with several cash flow projections through-out the years. These modeled various real estate sales and purchases, a marital separation, which was followed by the reuniting and re-blending of their financial households.

We helped them plan, prepare and make required changes along the way.  They were able to weather it all because they felt comfortable with their financial decisions.

We work with our clients to anticipate life transitions and help them be prepared.  I like to quote Benjamin Franklin who said, “people don’t plan to fail, they simply fail to plan.”

With your interest in mind, B&E puts your financial life in order to help you live, retire and leave the legacy you desire.

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.