Soon the countdown will begin and the ball will slowly descend, signifying the end of one year and the beginning of another.  With it, comes reflection on the year past and goal setting for the year ahead.

For many of us, New Year’s is a report card of sorts on what we accomplished during the year. Whether it was losing weight, mending relationships, volunteering, learning a new language, or saving more money.  This is the time to measure yourself against the goals you previously set.

New Year’s is also about looking forward, and is when we set new goals for the coming year. We call them resolutions, but it’s really just a promise you make to yourself about things you want to accomplish.  If you’re serious about your goals, then write them down so you can hold yourself accountable to them.  There’s nothing like hitting a goal and checking it off your list to give you a sense of accomplishment.

Some common resolutions usually involve items relating to health and finances.  Losing weight is usually a staple item on many people’s list, but so are investing and retirement planning.  It’s probably one of the reasons we get very busy at the beginning of a new year.  So much so that we’ve kind of become specialists in helping people take that first step to achieve their financial resolutions.

So, as we approach the coming year we invite you to schedule a complimentary, no obligation financial review.  Think of this as taking an actionable step to a resolution on your list.  We’ll discuss the goals you have for retirement, take the time to understand what’s important to you, and talk about how we can help.  Our mission is to educate you on your options, and address any questions or concerns you have.  Our ultimate goal is to create a plan that helps you achieve your retirement goals without taking on unnecessary risk.

Click HERE to request your retirement review!

We wish you a happy, healthy and prosperous New Year, and look forward to helping you achieve your financial resolutions in 2017.