Individual Financial Strategies
Recent events in the world and in financial markets have brought to bear the importance of planning and being prepared for the unexpected. At Chambers Wealth Management Services, we understand the importance of being Financially Organized. With this in mind, we have a system that can organize and coordinate your financial documents.
The foundation of this system is the Annual Review Process. The Review is designed to catch problems before they occur, measure progress towards established goals, and make necessary adjustments in response to changed conditions.
Common Life Events that may necessitate a change in your plan:
___ New Child or Grandchild
___ New Job or Promotion
___ Health Concerns
___ Change in Marital Status
___ Sale or Purchase of Home
___ Major Investment Gain/Loss
___ Retirement
___ New Investments or Insurance
___ Death of a Family Member
___ Receipt of Inheritance
___ Purchase or Sale of a Business
Areas of Interest or Concern:
___ Tax Reduction Strategies
___ Investment Review
___ Risk Tolerance Analysis
___ College Education Funding
___ Disability Income Protection
___ Life Insurance Evaluation
___ Executive Compensation
LFA does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.