MAKE PLANNING A YEAR-ROUND ACTIVITY
Planning a course to your ideal financial future is an ongoing process, not a one-time event. In our view, planning begins with critical personal discovery steps. It is important to first think about and define your goals and objectives, and determine what issues are most important to you. Revisiting your plan with your financial professionals on a regular basis can help you make appropriate adjustments for any changes in your personal circumstances, avoid potential pitfalls, take advantage of short-term opportunities,
and keep you on track to reach your long-term objectives.