Many financial people believe that once you develop a plan you need to stick with it, no matter what happens. But life is not linear.
Think of taking a road trip across America. You draw out a plan, what roads to take, where to stay, what to see. How long it will take. But a storm hits along the way and wipes out the bridge you planned to cross to get to your destination.
Do you sit and wait for a new bridge to be built? I hope not. You would probably adapt and modify you plan, change courses so you can get to your destination. It may even prove to be a more enjoyable journey.
We understand that life happens and that we all need to be flexible and capable of adapting to change. A plan written 15-20 years ago will not necessarily work today. Are interest rates the same today as they were 20 years ago. No, so should a large portion of your portfolio be in fixed income instruments.
We are happy to address any of your questions or concerns relating to your business or personal Financial needs. All initials conversation are complimentary
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Gene@optfinancialstrategies.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult a legal or tax professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Following are the states in which Gene Witt is licensed: CA, IL, & NY. Following are states in which Gene Witt is insurance licensed: CA, FL, IL, NY, (CA Insurance license #OF32710).
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