What Keeps You Up at Night? Answers to your Questions
John Stanton | September 22, 2022
Looking back on the past 3 years, information, especially financial, has come at a dizzying pace.
Focused research helps cut through the noise, and get to the data, and evidence, that matters.
And, change is an accepted and natural part of life, but it requires adaptation and flexibility, especially when it comes to your finances. The problem is, many of us make financial decisions based on our current situation and don’t update our portfolio or strategies to align with our new priorities, such as getting close to retirement, changing jobs, having a child or grandchild, or starting a business.
The past 3 years may have thrown your finances off course, and raised some questions about the financial and investment plan you’ve been following.
If you are nodding your head as you read this, here’s what I would like to offer: A chance to sit down, and answer the questions you have.
Revisit Your Plan
By appointment, you can review your story, and any questions, concerns you might have about your personal financial plan. We’ll listen, and share our perspective, based on our many years of assisting our individual clients with their financial plans.
Questions regarding your 401k/investment portfolio, financial markets, real estate, insurance, developing a plan for retirement, debt, wills/trust, education funding, how to develop a workable financial plan in todays environment, can all be covered. And completely without obligation, to continue the conversation with our practice.
It’s Worth A Second Look
We will answer your questions, and provide objective, impartial feedback about your current situation.
And, if you’d like, I’ll recommend some suitable alternatives. It may be that minor adjustments are needed based on your age, current economic situation, or a change in priorities and plans.
Regardless of the outcome of our second look, our goal is for you to have confidence in us, in your decisions, and in your financial plan.
Schedule your 15 minute Q&A call now. https://calendly.com/jstanton-1/questionandanswercall
John is the founder of The Stanton Group WP. With more than three decades of experience in the financial services industry, he serves as an advisor for clients, focusing on financial planning and the investment strategies to support their financial plan. Based in Naperville, Illinois, John serves clients in Naperville, Plainfield, Darien, Aurora, Geneva, St Charles, and throughout the Chicagoland area.
Learn more about John’s services by visiting www.stantongwp.com and connecting with him on Linkedin
You may reach John Stanton at l 630-445-2380 or email JStanton@seacrestwm.com.
The Stanton Group WP provides investment advisory services through SeaCrest Wealth Management LLC, (the “SWM”) a registered investment advisor. SWM is a registered investment advisor (“RIA”), with the U.S. Securities and Exchange Commission located in the State of New York. SeaCrest Wealth Management, LLC can be reached at (914) 502-1900.