Financial planning pulls together all your finance, and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.
Creating a financial plan will help you:
• See your finances, so you understand how your individual financial decisions collectively impact your financial success.
• Create integrated strategies that take into account the
interconnectedness of your financial activities.
• Identify your long-term financial goals and the steps needed to pursue them.
• Track your progress and make adjustments as you experienced new life events or develop different perspectives.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Rebalancing a portfolio may cause investors
to incur tax liabilities and/or tiransaction costs and does not
assure a profit or protect against a loss.
Cornerstone Wealth Management
486 N.W. 2nd Avenue
Canby, OR 97103