These sage words by Lewis Carroll from Alice in Wonderland are relevant to your investment strategy. As the Cheshire Cat told Alice, without an end point any path can move you forward but you never know where you will land. Don’t run down rabbit holes chasing the wrong advisor.
When it comes to financial planning, a Certified Financial Planner (CFP) can guide you. You will arrive at your destination with what you need. Whether this is an educational saving plan, a retirement nest egg, savings to buy a new home or other goals, by working with a CFP you are more likely to achieve your objectives.
To determine what you need, prepare with a CFP and develop the most effective tactics to achieve your aims. Les Merritt would like to work with you to be sure you are on the right track and that your investments fit your plan.
Not only is Les Merritt a CPA and CFP, he is also a Dave Ramsey Endorsed Local Provider. An Endorsed Local Provider (ELP) is not an easy designation to earn. Dave Ramsey only endorses the most skilled and caring professionals and then they are held to a higher standard of excellence.
Make sure you consult with a seasoned professional when it comes to your investments. Call Les today at (919) 269-8553.