It is critical to get financial help if there isn’t someone in your family unit who has the three “T”s to get the job done – Time Talent, and inTerest. All three are necessary to manage your financial affairs properly and in a timely manner.
What if you are a couple and one of you can manage finances well and the other cannot? Consider getting a back-up helper who can get to know both of you, so that if something happens to the person who can manage, then the one who cannot can bring in the back-up helper when needed. If you hire the back-up early, you will have the opportunity to properly evaluate them before they are needed for that purpose.
A professional back-up can additionally be an important resource to improve the quality of the job you do. The professional can provide familiarity with other financial approaches, offer a second opinion on products and approaches, and customize the alternatives to you and your unique circumstances.
If you need help getting a plan in place, please call me at: 952-881-4696.
Mark Fischer, Certified Financial Planner
Fischer on Finance
7301 Ohms Lane, Suite 365
Edina, MN 55439
Phone: 952-881-4696
Fax: 952-881-4534
Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC. Fischer on Finance, LLC is not affiliated with Multi-Financial Securities Corporation.
All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.