REMINDER TO PREPARE

Raking LeavesThe tinge of color on the edges of falling leaves serves as a reminder to prepare for autumn. Fall is on the way and the heat of summer is nearly behind us. As we get ready to abandon lawn mowers and pick up our rakes, it is time to also think about our future savings.

Squirrels begin putting away nuts and like bears get ready for hibernation. Birds flock south to find warmer climates. What can you do to ensure you are ready for winter months and for your winter years? Working with a Certified Financial Planner (CPF), you can prepare a plan. With that plan established, you can make contributions to your investments. Then you will be ready for those years when you wind down your working life and move towards retirement. So, what will you want to do once you don’t have to go to work?  Do you want to travel or see family? What other interests do you want to pursue?

Like the animals who collect food for the winter, fly south or prepare for hibernation, you can set plans in motion to be ready for your future needs. You can feel secure about how you will enjoy your later years by making the right investments now. Your contributions today can create a bright tomorrow.

Les Merritt has been helping individuals, businesses and families plan for their financial futures for over 30 years. He and his professional staff are available to help you. As a CPA (Certified Public Accountant) and a CFP, he is in a unique position to advise you and your family. He can construct the right financial plan that will fit your economic circumstances.

By raking in your resources for retirement now, you will not need a last minute reminder to prepare for the future. Contact Les Merritt and his staff at (919) 269-8553 to set an appointment to check on your current plans or to make plans for a successful financial future.

Updated: September 20, 2019 — 10:01 am
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