In today’s CIA Success Story, we share a story about a physician who worked expeditiously to become debt-free. The physician came to us because he needed help with investing his extra cash flow and creating a money management plan that would be simple and easy for him to manage moving forward.
How much should I save for long-term retirement?
After paying off his student loans, the physician was debt-free. He now has extra cash and needs help in determining investment options that will help him grow his investments.
How We Helped
Sometimes clients need personal and in-depth consultations when making important financial decisions. When dealing with money it’s important to have the knowledge of all investment options, so you can avoid a costly mistake. Here are a few questions to ask yourself if you have extra cash flow to invest:
1. How can I create a money management plan that is easy to manage?
2. Which plan has the best return on investment for long term retirement?
For this physician, we determined that the fifteen-year plan was the best for his situation and explained the best type of insurance to ensure him and his family. It was a specific plan that will help him work toward accomplishing what he wants.
When you need guidance and feel that you are pulled in many different directions, contact a qualified advisor. Providing personal guidance is what we love to do.