There is never a wrong time to use quality financial and investment advisory services like ours, but there can be times that are more advantageous than others.
We believe that there are three specific times you should consider using Our Services:
Just Starting Out:
Things can be pretty tough when you’re just getting started living life on your own terms. It may be that you’ve even come to realize that your parents might have actually known a thing, or two. 😲 Hopefully, one of those things they tried to teach you was to invest in yourself, and your future. But how do you do that? We can show you!
Our team can talk with you and explain how investing even small amounts at a younger age can lead to very strong gains over the next thirty to forty years. We can also discuss the multiple investment opportunities available to you, and show you which investment types might work best with who you are, your risk tolerance, and what you’re hoping to achieve.
There are many advantages to investing while you’re younger, and our team can help you take control of your investment program now to use the power of compound interest, capital appreciation, and dollar-cost averaging to improve your chances of financial success in the future.
Doing Well
Hopefully, you’ve navigated the first decade or so of being an adult without too many surprises! However, you may have neglected to prioritize your long-term future in order to get to where you are now. Many people do, so you’re not alone. But how do you get back on track so that your financial future isn’t a grim as you fear? Talk to a financial professional! (Preferably us, LOL.)
It’s been said that quickest way to travel a mile is by taking that first step. In investing, that first step is setting up a meeting with a team of experienced wealth management advisors about where you are, where you want to be, and how to get there.
Many people are hesitant to reach out because they feel they may be judged for not doing more sooner, or for not having a large amount of cash saved up already. We’re not here to judge you in any way, especially since it doesn’t do anyone any good. We just want to let you know that it is still quite possible, and even likely, that you can accumulate a large enough amount of wealth to allow you to retire well.
So we’re clear: It is certainly not too late to take control of your financial future and turn your dreams into reality. We’d like to help you and we believe we have to tools to do so!
Ready to Retire:
Well, here you are on the cusp of retiring from long hours away from your family and retiring to all the things you’ve put off for so long. At this point, you’re likely in one of three financial places:
- You have insufficient funds to provide for the kind of retirement you’ve dreamt of;
- You have some funds saved up, but not sure if you can have the kind of retirement you want with the limited funds you have;
- You’ve got some decent money available, but you have no idea on how to access it without feeling like it’s all dwindling away as you take out the money you need.
Each of these scenarios has its own unique challenges which must be dealt with in order to provide any type of practical retirement advice. That being said, we feel that focusing on investments that can generate cash directly from existing investments can lead to a more sustained, more prosperous retirement than by just simply liquidating assets into cash as needed. At this point, I feel it’s extremely important to understand that while Wealth is Wonderful, Cash is King. Our office prides itself on being able to assist retirees, regardless of where they are financially, to help them live their best retirement. We’d love to see how we can help you retire well!
As you can see, there is really no wrong time to consider talking with a new, or even a different service provider (if your current one isn’t meeting your needs, or expectations). If you’d like to schedule an appointment to meet with a member of our team, please feel free to send us an e-mail at Admin@OFSInc.biz, or call us at (931) 274-7765.
