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ADVENTURE PLANNING

For the truly adventurous, planning may seem like a buzz kill.  Why not just grab your bags and go?  Truth is, adventures are far more enjoyable when you don't have to worry about how you will make the payments when you get home.  My clients have a wide variety of tastes for adventure.  With everything from cliff diving and road tripping around the neighboring states to international travel and avid cruising, there is not an adventure, that I can think of, that I haven't helped plan for.  Sometimes, it is just a trip to see the kids and grand-kids.  Sometimes, it is the trip of a lifetime. 

 

No matter what your adventures looks like, taking the time to budget and save for them is important.  On the flip side, often new clients think they can't afford the trip they are dreaming of when, with a little tweaking of their financial plan, they actually can.  Adventure planning is just one more part of your financial self and one that you should definitely explore!

Have questions about your adventure plan or need to start forming one?  Let's talk.  There is never a fee to meet with me and discuss your financial future.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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