Why Choose Dynamic Legacy Planning for Financial Planning

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Financial Planning in New Palestine, Indiana

If you’re trying to protect your wealth or just build a stable future for yourself, you can trust the professionals at Dynamic Legacy Planning to help. We’re committed to each and every one of our clients, and we’re happy to provide any information you may need in order to stay financially sound in a constantly-changing economy. Reach out to us today, and read on to learn more about how financial planning may affect you.

Financial Planning for All

Financial planning benefits everyone – no matter how old or young they are, and no matter how much money they have in the bank. While many people may assume they should give up on financial planning because they didn’t invest much (or make the right investments) when they were younger, it couldn’t be further from the truth. You can always benefit by planning your budget, and you can always benefit by being careful with your money.

What Can Financial Planning do for Seniors?

When people think of personal finance, they’ll oftentimes assume it’s for younger folks who want to cash in on the stock market. In reality, financial planning is great for seniors, too. 1 in 20 seniors experience some kind of financial exploitation, so it’s more important than ever to ensure that you’re keeping your money safe, and you know who to trust with your money in the first place.

If you’re older, odds are you have more money that you’ve built up for yourself over the years. It took a lot of hard work, and unfortunately, many scammers are willing to target you for your hard-earned wealth. Because of rapidly-changing technologies and the health issues that oftentimes come with old age (such as memory or communication issues) older people need to be extra vigilant when it comes to their money.

The right financial planner can help protect your wealth, and even plan your estate so you leave your family in a good financial situation when you’re no longer around. But what if you’re not so old? What if you’re a young adult who’s trying to make it big? Fortunately, we know a financial planner in New Palestine who can help.

What Can Financial Planning do for Younger Adults?

 When you’re young, you have a great opportunity to build your wealth and ensure a stable financial future. It takes plenty of planning and sound investments, and in our modern age there are more ways to waste money than ever before. Contrary to popular belief, young people are in just as much danger of losing their wealth as their older counterparts – the way in which they lose their money just changes. How many unsound investments have led to several years of rebuilding lost wealth, and how many lives have been changed for the worst just because of poor investment advice from unvetted sources?

Getting in touch with a financial planner early on in your life may help you avoid some common financial pitfalls, and it can help you stay on top of your finances for many years to come. But when it comes to shopping for financial planners, not all planners are created equal.

What Should I Look for in a Financial Planner?

Unfortunately, not all financial planners have your best interests in mind. While investment advisors must be registered with the SEC, it’s not a guarantee that they’ll be completely on your side. If you’re shopping for a financial planner, you need to understand whether or not the planner you have in mind has a fiduciary duty to their clients – that is, whether or not they’ll prioritize your money over their own.

It’s never too late or too early to get in touch with a financial planner, but you should always shop around and consider your options. If you’re ready to get in touch with a New Palestine financial planner that puts clients first, contact Dynamic Legacy Planning today.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

Why Choose Dynamic Legacy Planning for Investment Management

Investment Management in Greenfield, IN Money can be complicated but it doesn’t have to be, as a firm that handles investment management in Greenfield, IN can tell you more about. Investment can seem like an intimidating process and there are many options to choose from. Luckily, you …

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  
1 2 3 90 91 92

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation