As Investment Advisory Representative of United Planners, Niles believe in the importance of taking a holistic approach to planning your financial journey. He genuinely engages with our clients to develop an understanding of their current situation, their goals and help them create a roadmap to navigate their financial journey with the intention of ultimately reaching their final destination.
Niles accomplishes this by helping you visualize what your retirement actually looks like, determining what your priorities are, developing a road map, managing the map and being prepared to make changes as your life changes.
One aspect of his role is to partner with you and help you determine how far you are capable of traveling on your financial journey. Everyone’s financial journey is unique, and the components that make up your financial journey revolve around:
➢ What are your priorities, have you determined what they are or have they changed?
➢ How much do you have in savings to deal with the storms life with throw your way?
➢ What does investment management mean to you and are your current investments aligned with your goals?
➢ How are you handling your 401K?
➢ What does your road map look like?
- Where are you now?
- What does your final destination look like?
- How are you going to get there?
- What changes will you need to make when the storms hit?
➢ Given the impact of the recent market volatility do you know for certain the amount of money you will need to retire and stay retired?
➢ What type of insurance do you have in place to deal with the things you can’t live without?
- Is it the right type of insurance?
- Does it accomplish what you want?
- Are you getting the best value?
For those who decide they need our help, the first step is to create your plan. Contact us now to set up your complimentary consultation.