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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

Below are reasons why you should choose to work with a financial professional.

Help with Estate Strategies. Much like tax rules, estate rules change over time. A financial professional can team up with legal professionals to create an estate strategy designed to fit your situation.

Help with Tax Management. Tax rules change often, and there's no guarantee that the tax landscape will stay the same. A smart tax management strategy is a key component of sound financial management.

Help with Protection Strategies. Anyone can face financial risks during their lifetime. Protection strategies can include health care considerations, an essential part of looking out for your loved ones.

Help with Retirement Preparation. A chief concern for 42% of American workers is outliving their savings and investments in retirement. (t r a n s a m e r i c a c e nt e r. o r g , 2021) Proper preparation helps you better understand your choices, so you can be ready for what life brings.

Help with Investment Allocations. When reviewing investment approaches, it's critical to consider your goals, time horizon, and risk tolerance. Financial

professionals can help you take these into account.

Help with Cash Management. A financial professional can help you create an emergency fund: money that's set aside for unplanned expenses. This may include looking at your "sources and uses" of money.

Our team is ready to help, call for a consultation today.

Cornerstone Wealth Management

486 NW 2nd Avenue

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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