Choosing the right financial adviser for you can be a difficult task. What are the right questions to ask when you meet with someone?
Is that person a fiduciary? Do they have the certifications you’re looking for? How do they get paid? These questions all might play a role in helping you find the person who’s the right fit for you.
You’ve changed jobs and find out you’ve got a retirement plan you can invest in! That’s great news! Wait…did you have one at your last job? Did you invest in that?
If you find yourself with a new retirement plan, I can help you figure out how to invest in that plan in a way that’s right for you, and also find and consolidate those old plans so they are easier to keep track of.
2020 has been…hard. Unfortunately, it will not be the last hard thing we will go through in life, but lessons learned will benefit us in the future.
Working with an adviser can help you plan for the ups and downs of life, and modify that plan when things change.
Emotions can really hinder our ability to move ourselves forward; whether they are frustration, overwhelm, confusion…they all play a role.
Having a trusted adviser can help move you past the emotions that are causing your mind to spin. An adviser can help with those decisions that feel overwhelming, so you can get back to focusing on the things that are important to you.
What is the best way for YOU to use the stimulus checks from the government?
What is the importance of an emergency fund?
What are some things to think about when getting started?
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
