Squirrel with nutFall is on the way and we are reminded as animals prepare for the colder months ahead. We humans could take a lesson from our feathered and furry friends outside as they gather nuts and acorns. What planning will you do for the upcoming season?

Have you prepared for gift-giving during the holiday season and for the increased costs to heat your home? There are seasonal expenses you encounter every year including fortifying your home, purchasing new clothing and preparing your vehicle for rain and snow. These are just a few matters to consider.

The wise person also makes longer range plans. It would be beneficial to begin planning for 2018 and beyond if you haven’t done so yet. Consider your financial goals for two years, five years and ten years out as well as retirement and savings for vacations.

Working with a Certified Financial Planner (CFP) can make this process much easier. You can rely on CFPs to use their experience and knowledge to help you set a strategy and find the means to get to your goals.  Each of us has expertise in our own fields and we have learned to rely on others to help with know-how we don’t have or have time to acquire. That’s where your CFP can help you collect nuts and acorns for times ahead. Their job is to keep up with what’s happening in the market and help you make the best decisions you can.

Call Les Merritt today at (919) 269-8553 to squirrel away what you will need and assure an abundant and healthy financial future.  Give yourself and your family the gift of security and joy now and carry that sense into the holiday season.

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