DATE NI G HT & MORE
stay inspired Four rea$ons to Hire a Financial planner Managing long-term finances in a changing economic landscape. BY MARY MCCARTHY
N
o matter how old we are,
a little research, time, and when possible the
establishing a budget, estate
having financial security for
help of a financial planner.
planning, succession planning for a
our families and ourselves
“For those who reach out for help, we
business—you name it,” he says.
is important. Parents want
think there’s a lot of value a good planner
“Everyone is different, so I feel strongly that
long-term security themselves
can add to a relationship,” says Greg
having a passionate advisor in your corner
and for their children’s future, and work
Ostrowski, certified financial planner at
can help drive better long-term outcomes.”
hard to do it. From getting finances together
Scarborough Capital Management.
for college savings, life insurance, will and
“Investment strategy and wealth building is
types of financial savings and how
estate planning, 401(k) and retirement
just one piece of the puzzle, but there’s also
financial planners can help navigate the
savings and everything in between, you can
life! Funding college, adequate insurance,
waters to provide smooth sailing for
set your family up for financial success with
mitigating taxes, paying down debt,
money matters.
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SEPTEMBER 2019
Let’s take a look at four different
