Communication, be it face-to-face or through a video call, is key to building a working relationship. It's an important part of us working together, but it's overlooked many times. I work closely with my clients to help accomplish their financial goals and to demystify the world of investments.
Planning a vacation is much more enjoyable than planning for your future. The future can look to be "the end"; but why not plan the future to be "what would I like to do!!"
Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which makes some folks avoid planning their financial future.
TV & Radio ads frequently promote "the next solution", but are like throwing a seine net hoping to catch a fish. That's not how I operate, I like ongoing communication with my clients to discuss their future plans.
If you plan your retirement, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that vacation that gets you excited before it begins; it should be the same for future planning of your retirement or goals.
COVID-19 showed us that things can change quickly and we have to be nimble and ready - have you done that with your portfolio lately?
Securities offered through Sigma Financial Corporation, a registered broker/dealer. Member FINRA & SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.