Do you have a financial plan?
Is it structured around your individual goals and circumstances?
Can you answer questions like:
- Do I have enough money?
- Will I be able to retire?
- Will I be able to stay in my home?
- What’s the probability that I can meet my goals if I live to age 95?
There are critical components to an individually tailored financial plan that many plans fall short of.
With many large corporate financial planning agencies you are just a number instead of a valued personal client.
Many times your information is gathered by a standard questionnaire and then sent off to a planning group (that you never met with) to compute your financial plan.
This plan is then presented to you by a “messenger” and not the actual person or group that prepared it.
You don’t want to wait 5 years, 10 years, or longer to find out that your plan is not in alignment with your personal financial goals.
The relationship that you have with your financial planner in Hunt Valley MD, should go beyond charts and numbers, to be able to dive deeper into your goals and dreams for your financial well being.
You want your planner to have, and to always keep, your best interest first and foremost by having zero ties to any specific products that they recommend.
You also don’t want to just manage your assets, in addition you want to protect yourself from liabilities and risks in case of unforeseen circumstances.
Financial Planner Hunt Valley MD
At Calvert Investment Counsel you meet directly with our high level financial planners. You will spend quality time with them so that you can get to know each other, and they can learn about your goals for the present and future.
We are an independent, fee-only registered investment advisor located in Hunt Valley Md.
Forbes states that “Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.”
Included in our standard planning is a liability and risk assessment, to make sure that you are always protected in case something you were not expecting comes up.
We have not done our job until you can sleep at night feeling secure about your finances and knowing that you are protected and we are always here for you.
You will find our services very personal and interactive, and you can always reach us.
The sooner you implement a financial plan the better off you are. Don’t wait until it’s too late for you to achieve everything that you want.
Calvert Investment Counsel offers personalized financial planning services to relieve the financial burden of doing it yourself. This gives you the comfort and peace of mind that someone is taking care of it for you.
If you would like to use financial planning to satisfy your life goals, click here to schedule a no obligation personal consultation.
This will help you to completely understand the benefits, and personal attention that our clients receive.