2065 1st Street
We did it! And you can, too.
My grandson Hudson made three years old in April, and, a few days before that, he slept in his “big boy bed” for the first time. My son told me that when Hudson woke up in the morning after sleeping through the night in his new bed, he proudly exclaimed, “I did it!” Good for you, Hudson. You’ve notched another rite of passage onto your belt.
I thought about Hudson’s remark when I was working with a client couple recently. We’ve been together since 2012, working on their plan to retire at age 65. Well, the years went by and guess what happened? WE DID IT! They are both about ready to finish up at work and will cut the employment string in July. I can’t make any promises to them, of course, but we’ve done everything possible to anticipate their retirement needs. I am excited about what the future might hold for them. We did it, indeed!
Of course, my clients did the hard work of saving and investing over a l-o-n-g time in anticipation of their retirement needs, and I tried to keep them on track. What about you? Could I make a difference in your life? To be honest, if your financial circumstances are simple, you probably don’t need me. However, having been in this business now for 13 years, I haven’t seen too many people who have accumulated a nice retirement nest egg whose financial lives are so simple that they don’t need help. My guess is that you or someone you care about might be in the same boat. So, here are two reasons why you need me as your financial advisor:
I might be wrong, but my guess is that more people than not would like someone to guide them financially. They just don’t know where to turn. Who can I trust? How much will it cost? How long will it take? What value will I get? These are legitimate questions. Hudson doesn’t have to worry, because I’m already working on a plan for him. But, what about you? Call me, make an appointment to come in, and let’s talk.
Mike Rich, CFP®, Pontchartrain Investment Management
2065 1st Street
Olde Towne Slidell, LA 70458
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
January 2019 - Reflection
February 2019 - When Life Gets in the Way
March 2019 - The Only Financial Plan
April 2019 - I Have Had It
May 2019 - Your Money Might Leave
June 2019 - When the Stars Align
July 2019 - Are You Alright
August 2019 - Going For The Green
September 2019 - Grandchildren
October 2019 - Recession
November 2019 - Long Term Care
December 2019 - Experiments
January 2020 - Financial Checklist
February 2020 - Financial Roadmap
July 2020 - Intro to New Clients
*Note that there is a gap due to Covid 19.
October 2020 - Asset Domain
November 2020 - Liabilities and Taxes
December 2020 - Cash Flow
January 2021 - Financial Checklist
February 2021 - The Salami Smuggler
March 2021 - Do You Want To Be a Financially Successful Person?
April 2021 - Baby Steps
May 2021 - Time Is On Your Side
June 2021 - I Did It!!!