Do you remember the first time you purchased a house? Do you remember that sense of pride you had? Remember inviting people over to show it off? It didn’t matter how big it was, or how fancy it was…. It was yours. Remember that feeling?
We can promise you something – you will probably not feel that same sense of pride if you purchase a life insurance policy or a long term care insurance policy – even though you should.
Financial planning is all about helping you address the “What ifs” in life. It’s not always fun, but we think you should feel the same sense of pride by addressing these things as you did when you purchased that first home. It’s an important part of the planning process, and we’re not scared to talk about it. In fact, we’re the first ones to pat you on the back for taking care of business.