Investment News

2023 Financial Goals

By: Jason Andrew, Financial Advisor

Let us help you work toward your most desired financial goals in the new year.

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Cetera Financial Advisor Jason Andrew representing OFS Financial.

With the New Year still fresh in our minds, it’s a good time to take inventory of the life changes and/or goals that might be ahead in the coming months. Now is the perfect opportunity to set aside some dedicated time to review your financial objectives to ensure you’re prepared with a plan that works towards the success you have in mind.

Your plan could include any number of things: changes in your household, moving to a new home that better fits your needs, or maybe even changing jobs or starting a new business. Let’s also not forget retirement; while it might seem far away now, you’ll be glad you included it as part of your planning efforts.

When making plans for these changes or additions to your life, it’s important to be intentional and very specific. Broad goals and objectives won’t inspire you to keep going and won’t help you stay on task. Having short-term goals that support your long-term strategies ensure meaningful daily habits that keep you on the path towards your greatest pursuits.

Now is an excellent time for us to have a conversation about your future and to develop a personalized financial plan with strategies that are focused solely on moving you closer towards those goals. In-person, over the phone, on a video call, whatever works best for you, I would love to catch up and make sure you’re starting the New Year off on the right foot.

Contact my assistant Nikki Francis today at (360) 596-9788 or [email protected], to schedule an appointment. As always, thank you for your trust and your business.