 Change in Plans
Knowing that change is the only constant, nothing could be more true when it comes to your life and your investments! Many of life’s milestones require an update in your plan or provide opportunities that you may miss without the guidance of an advisor who has your best interest in mind. If you have experienced a life-changing event or just changed your mind about your financial needs or rate of growth, now is the time to confront these changes with confidence!
Julie Ferguson, Infinex Investment Executive and Chartered Retirement Plans SpecialistSM, will keep you informed of necessary guidelines and help you avoid unnecessary penalties during changes that affect your investments. Plus, be assured that you can contact her whenever you question your plan’s direction or wonder if your money could be working harder for you. But, don’t be surprised if she is already weighing the advantages of an improvement to your current situation. This attention to detail is what Financial Services of Northern Michigan is built on!
You should contact your advisor when:
- you experience any change in your family structure through birth, adoption, marriage, divorce or loss.
- changes in your status occur such as inheritance, health issues, gain or loss of income or assets.
- you get a new job, lose your job, get promoted or have other career changes.
- you want to compare your current plan or services
- your current strategy needs adjusting due to a change in your time horizon, risk tolerance or goals.
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