I consider myself a relatively intelligent person. I have started two successful businesses, have two college degrees and have been able to start saving money for the future. However, when I try to navigate the information about investing money on the market today, my head begins to spin.
There is so much to think about to be an effective investor. From tax codes to the right mix of risk and security, investing my own money just got to be too confusing.
To secure my future I decided to find a good financial adviser, so I can relax and retire with a solid investment strategy.
To get a good understanding of what I was looking for in an adviser, I took some time to identify what is important for my future to be comfortable and secure.
The first thing I did was to make sure I knew what my living expenses might be when I retire. Estimates are the best I can do but it helps to know the minimum amount I need taking into account inflation.
When I retire, I want to be able to travel. I have this dream of buying a recreational vehicle and traveling around the North America. Then I want to travel internationally and see all the places I have read about. To make my dream come true, I need to be sure my income covers not just my living expenses but gives me a disposable cash budget to play with.
Most of all, philanthropy is important to me. In an ideal world, I will be successful enough to start a foundation of my own, so I need a strategist who can help me plan and prepare for long-term philanthropic endeavors.
With my research in hand I was able to find a financial adviser with the strengths and experience to help me reach my goals. Now I have an investment strategy that I feel confident in and can count on for the future.
The future looks bright when you are prepared. How are you preparing for your future success?