Is your current financial strategy static and set in stone, or flexible and responsive to change? If you’re not reviewing and updating your strategy at least once a year, it may no longer reflect your goals and lifestyle needs.
That’s because life is full of surprises. There are good ones, like an unexpected raise or promotion, and unfortunate ones, like a layoff or a death in the family. When changes occur, it’s important to update your plan. By consulting with an advisor, you may find that you need to adjust your expectations and change course. Or you may find you’re ahead of the game and able to retire earlier than planned. The point is; you’ll never know if your strategy is not being actively reviewed and updated over time.
If you’d like to make sure your investments are on the right track toward helping you meet your goals, just give Steve Lindquist at Great Basin Federal Credit Union a call at 775-789-3123. He would be happy to review your portfolio and provide a second opinion. Please feel free to forward this to friends, family, or other associates you feel may benefit from this information, or send Steve their email addresses and we’ll be happy to include them on future emails.
All the best,
Registered representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is not affiliated with any other named entity. CA Insurance License #0G30574
Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.