Are you ready to have serious fun managing your wealth? Here are five tips to get you started on the path towards a solid financial future with our wealth management services in Seneca:

  • Take charge: Remember, it is your money. You are in complete control of the interaction with your wealth manager. You need to feel heard and understood, as opposed to being lectured or talked down to.
  • Look at the big picture: Financial planning is more than just retirement planning or tax planning, so it is important to keep both your long and short term goals in mind when developing a strategy.
  • Don’t confuse financial planning with wealth management: There is a difference and you need to distinguish between them.
  • Don’t expect unrealistic returns on investments: The market fluctuates daily, so adopt a long-term view, especially with your retirement funds. It is not uncommon for clients to have a 30-year timeline for retirement.
  • Don’t wait until you are in a money crisis: It is never too early to plan, nor is it ever too late to start planning. You may not be able to control stock market volatility, interest rate fluctuations, or the value of your home, but you can still be in control of your future. Planning provides direction and guidance, which can increase your financial confidence.

At Black Harbor Wealth Management, we take the time to understand all of your needs, preferences and goals. Our goal is to develop a strategy that will benefit you and your financial well-being. Call us today and schedule your complimentary consultation.