In this season of giving, let me offer a few gift ideas to consider sharing with loved ones who might benefit from a financial firm like Parsec.
Tell your loved ones to imagine the impact of:
- Following a plan that thoughtfully addresses major areas of risk in your financial life and helps you thrive through life transitions.
- Providing your child or grandchild with a debt-free college education.
- Properly managing risks so your family can achieve its life and education goals even if faced with unexpected loss or adversity.
- Having a trusted resource in place to advise and manage your family’s investments should there be incapacity issues, deteriorating health or death.
- Establishing a thoughtful estate plan and, together with your financial advisor, holding a family meeting to communicate your intentions and expectations so future generations are committed to a shared vision and legacy.
- Introducing financial planning to your adult children and grandchildren so they can get a head start on building their financial literacy and preparing for a bright financial future.
From the examples above, you can see that the greatest benefit of financial planning is the peace of mind that comes with knowing you have a plan that positions you and your family to successfully navigate the uncertainties of life. I can’t imagine a more impactful gift.
As we approach the holiday season, think of loved ones who might benefit from financial planning with Parsec. Encouraging them to speak with us may be a gift that changes the trajectory of their family’s life.
Scott Kittrell, CFP®, CDFA®
