Phone: (412) 571 3174   |   Email: roselynw@mdafinancial.com

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"The future depends on what we do in the present." ~ Mahatma Gandhi

When Should You Consult a Financial Planner? | Planning Insights

You don't have to wait until an event occurs before consulting a financial planner. Having someone help you develop an overall strategy for approaching your financial goals can be useful at any time. However, in some cases, a specific life event or perceived need can serve as a catalyst for seeking advice.

Such events might include:

  • Marriage, divorce, or the death of a spouse

  • Having a baby or adopting a child

  • Planning for a child's or grandchild's college education

  • Buying or selling a family business

  • Changing jobs or careers

  • Planning your retirement

  • Developing an estate plan

  • Receiving an inheritance or financial windfall

This material was prepared by Broadridge Investor Communication Solutions, Inc. and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy  or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV.

Licensed to sell insurance products in the following states of: PA.

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.

 

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