A financial plan – your own personal work of art

eightWest

A personal financial plan is a work of art that is never fully complete. It takes careful planning to create and must continue to evolve. Through planning, education and a good financial advisor, everyone can create a work of art.   

Today, we have Michael McGovern, a senior financial consultant with United Wealth Management.

Things to consider when looking for a financial advisor?

  • I like and trust this person?
  • They take time to listen and understand
  • They ask a lot of questions
  • Help you design your plan to reach your goals
  • Review your progress regularly
  • Educate and coach to help manage your emotions and your behaviors
  • Adjust your plan as you move into retirement

Social Security Workshop-Monday September 24th at 6:00 PM

More Information or to register call 616-559-7000

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