WHAT’S YOUR NEXT STEP?

Next StepWhether your next step is returning to school, taking a vacation or retirement, your Certified Financial Planner (CFP) can help you get ready. What resources will you need for this upcoming event? Maybe you need n reserve to withdraw from or a lump sum for travel. Your investments can be structured to make it easy for you to fund these circumstances and occasions.

The wise person saves for life events and activities instead of charging them today and paying them off over the long term. Paying off a vacation once it has occurred is painful. The memories remain but so does the debt. Smart people prefer to make the money before they spend it.

Have you made plans to prepare for events large and small in your life? Seeing a CFP can help. Knowing what is ahead and making necessary preparations with a professional can help keep your finances on track.

Les Merritt, CFP, has been helping clients for over three decades with financial matters. As a Dave Ramsey Endorsed Local Provider, he has earned the distinction of being an expert in this area who can help you find the right investments for any future need. Call Les at (919) 269-8553 to learn more about how you can reach the next step.

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