Many women and their families put off financial or retirement planning longer than they should. And for those who do plan, often they let their plan fall out of date.
A well thought out plan can address your lifetime financial and insurance needs. You will be able to feel more confident about your future — through good and bad markets — knowing you can rely on a solid plan.
So here’s what you should do now.
To help you understand how we might partner with you and help organize your life, finances, and retirement, our financial planning professionals at Aurochs Financial Group, a State Registered Investment Advisor, offer a no-obligation, complimentary Discovery meeting. In this meeting we’ll focus on understanding your financial values, your goals, and your current situation with an eye to where you hope to be. We’ll also explain our financial planning roadmap and give you a chance to ask lots of questions.
The meetings are generally scheduled for an hour, but we don’t put a time constraint on them and will take as muchtime as needed to fully answer your questions.
Schedule a Discovery meeting today to see if a CFP and the Aurochs Financial planning process is right for you.
Call 952-470-5049 or email us at firstname.lastname@example.org and schedule a time for your meeting. The 60 minutes you spend with us could be a wonderful investment in your future.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r)