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This article brought to you courtesy of Matt Stutes, CFP, of Cornerstone Wealth Management, Canby Herald Insider Financial Planning Expert.

Matt Stutes, CFP

What Your Financial Plan Should Look Like

Education Funding

The cost of education can be staggering and seemingly always on the rise. Education is often one of the largest expenses families incur. There are a variety of proactive education savings vehicles that can help with funding your goals while managing exposure to surprises or long-term debt.

Retirement Planning

Social Security benefits, employer- sponsored plans, and personal retirement savings including investments, IRAs, and annuities typically combine to compose the retirement income for most Americans. Deciding which retirement choices will serve you best can be daunting but your financial advisor can guide you to the options that will support and enhance your retirement goals.

Estate Planning

Your legacy is in your hands. It takes diligent monitoring to be assured your assets will be transferred effectively and according to

your wishes. Establishing trusts, examining tax implications for

survivors, while regularly reviewing your legal documents and beneficiary designations are vital to establishing a plan that provides you confidence and security.

Getting Started

Let your advisor know you want the benefits of financial planning for you and your loved ones, and schedule an appointment to begin the process.

Once your plan has been created, you and your advisor will review it regularly to help you stay on track toward your goals. As life changes, so does your financial situation. Your financial advi-sor will strategize with you to help with these changes and keep you on the path to financial success.

Reach out to Cornerstone Wealth Management today.

Cornerstone Wealth Management

486 NW 2nd Ave.

Canby, OR 97013

503-266-7431

www.thecwmgroup.com

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 transaction costs and does not

assure a profit or protect against a loss.

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