SECURE YOUR SUMMER WITH FINANCIAL SUCCESS

seaSummer is upon us. With the rising temperatures and bright sunshine, our thoughts turn to vacations and outside activities. We schedule time with family and friends and devise outings at the beach or in the mountains. We pull out our sunscreen to protect us from UV rays and go for the gusto.

You want to enjoy your outdoor activities without any worries about your financial strategy for the year. Take a couple actions: Review your financial goals for the year and make sure your planning includes wise tax planning for next April. Few people want to think about taxes, so verify that your financial planning includes strategies to reduce your tax burden now.

Secure your summer with financial plans for the year; make time to review your financial objectives for 2017 and meet with a Certified Financial Planner (CFP) to insure you will achieve those goals.

Les Merritt, both a CFP and CPA, is a smart choice to help you review both your plan for this year and your tax situation for next April. He has been helping clients for over three decades with financial matters. Call Les at (919) 269-8553 and relax this summer.

You can rely upon his many years of experience to review your financial plan to give you piece of mind. Be safe and enjoy the wonderful weather this summer.

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