Wealth isn’t a goal, it’s merely a means to an end—providing for and ensuring the well-being of those you love. From funding your children’s education to realizing your dream retirement and still leaving a lasting legacy, a Janney Financial Advisor can help preserve your wealth for its intended purpose.
*2024 Social Security Fact Sheet
Even though you’re in the prime of your career, with the ability to take on investment risk, you still have responsibilities and need to protect your income from the “what ifs” in life.
Would your family be financially protected if you suddenly couldn’t work? Do you have adequate life and disability protection?
Make sure your beneficiaries for your assets and a trusted contact is in place.
From key person insurance to a life insurance funded partner buy-sell agreement, make sure you’re protecting your business assets.
Holding a concentrated stock position might mean taking on unnecessary investment risk. Consider diversifying your portfolio.
You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
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