A peaceful and tranquil harbor is a welcome respite for ships and their passengers. The harbor is a place for travelers to rest and reflect. The explorers on board may reflect on past adventures and may also begin to plan for their voyages yet to come.
Docking at the harbor is the appropriate time to plan for the next leg of the journey and to take stock of the condition of the ship and its cargo. If repairs to the ship need to be made, now is the time to make them. If supplies need to be purchased, now is the time to secure them. If a new destination is being considered, now is the time to chart the course and prepare for the voyage.
Personal Financial Plans can also find themselves in tranquil harbors. Just like the travelers docked in a placid harbor, we each should take time to evaluate our current situation. All too often people put their financial plans on autopilot, believing that times will always be good. But with uncertain seas and ever changing financial markets, we must always dock and reassess our past and plan for our future. Strategies must be reviewed and we must begin to get our destinations in clear focus.
Whether you are enjoying retirement, planning for college, selling your business, or considering a voyage of your own, planning with an experienced advisor may be time well spent. If you have recently reviewed your plan and it is on track, stick to your plan. If not, contact Sunburst today and speak with one of our many seasoned financial skippers to make your financial voyage one of smooth sailing.
Sunburst Financial Group, LLC, has Representatives who are registered and authorized to conduct securities related business in AL, AR, AZ, CA, FL, GA, IA, IL, KY, MO, MS, NC, NM, OH, OR, PA, RI, SC, TX, and WA. This website is in no way to be construed as an offer for the sale of insurance or securities products in states where Sunburst Financial Group, LLC, does not have authorized producers or representatives.
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and Sunburst Financial Group, LLC, are not affiliated. Cambridge does not provide tax or legal advice. Sunburst Financial, 600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216, Phone: (205) 823-4949.