How do you envision your future? As you navigate the twists and turns thrown at you throughout life, having a roadmap handy can help you reach the goals you set for yourself years ago. First Mid has created a Financial Pathways planning strategy that factors in all the stages of a career and retirement. First Mid can personalize a financial plan suited to you, your financial standing, and the future you’re building toward.
We talked to Trever Kuipers, Financial Advisor with First Mid Wealth Management, to learn more about this invaluable financial planning strategy and how preparing now can set you up for success later as you advance through your career and stages of life.
How does First Mid’s Financial Pathways strategy help you plan for your future?
Mountains or beach? Work part-time or golf? Everyone’s financial and retirement goals are different, so it’s important to have a plan as unique as you are. By asking a series of key questions, we help you identify your own financial priorities and retirement concerns. Planning for the future can be scary and challenging, but our Financial Pathways strategy is designed to help you decide which items are most important. Then, we can work together to conquer your fears.
What sets First Mid apart from other financial advisors?
Our Financial Pathways strategy makes sure the decisions being made are focused on your own goals and concerns, rather than using a cookie-cutter approach. By determining your priorities and where those priorities rank, we create a plan that is specific to your career path and future. Bottom line – we are focused on you. If something is important to you, it’s important to us!
How does First Mid’s Financial Pathways strategy account for unforeseen future expenses (e.g., medical bills)?
No one can predict what will happen tomorrow, but you can be better prepared for it. Planning for the unknown is a huge challenge, but not impossible. Having the proper asset allocation and insurance plans in place will allow you to sleep better at night, knowing you’re ready to face whatever struggles life throws at you. We are able to use our goal planning and monitoring program to run different “what-if” scenarios. This tool can help you plan for the unexpected and show how a simple change today could have a huge impact later in life.
What should I do if my plans change?
Plans can and will change as life happens, so it’s important to keep your financial advisor updated on what has occurred that could impact your future. Communication is important and your advisor should be reaching out at least annually to make sure things are still on track. When your income changes — you receive an unexpected bonus or inheritance, or you need to help take care of a loved one — we can adjust and monitor the plan to account for those changes.
There’s no time like the present to start planning — set yourself up for long-term financial security with First Mid’s Financial Pathways planning strategy. Call 800-546-5721 or 217-258-3344 to speak with a financial advisor. Find the First Mid financial advisor nearest you here.
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