Don't Settle for Status Quo!

Three reasons why you should schedule a free Q&A session!

Regardless of how you heard about Creekmur Wealth we appreciate the opportunity to tell you more about how we work. Over the past weeks we have sent you some information that we hope you find relevant, but we wanted to take a few minutes today to share something a little bit more personal with you.

This is one of the most critical roadblocks we have noticed in our 25+ years of working in the financial planning industry.

The simple fact is that when people get useful information, they rarely take action on it.

We get it, life is busy. Between work, kids, and other activities it doesn’t take much for any of us to get distracted!

"Stick to the status quo" can become the mantra – especially in financial matters which often seem scary and complex. You may even wonder why it matters?? If your investments are doing ok and your net worth is going up each year why deviate from the status quo?

You may not realize it, but by not taking action, you are possibly leaving money on the table that you may not even know about. During the financial planning process, we often find issues of concern in various areas such as investments or tax planning that the individual hadn’t even considered. And that’s ok – we realize that you don’t spend all day, every day studying and training yourself in financial planning. That’s what we do.

When you’re planning for future financial goals, you need the best information possible to make the best decisions for you. This is where a financial planning professional comes in – to provide you with information to help you stay ahead of potential issues.

At Creekmur Wealth, our goal is to make it easy for you to take action based upon the best possible information for YOUR situation. Since you have took the time to watch one of our shows, read some of our information, or send your name our way, we want to offer you a free 15 minute personal Q&A session with one of our financial planners. We want to answer the questions that are relevant to you and give you some suggestions that will help you take the next steps toward achieving your financial goals.

Here’s 3 reasons why you should take this offer:

1. The Creekmur Wealth Team will be able to provide you with the know-how, track record, and accountability that you need to commit to action and see it through to success. We’ve been doing this for 25+ years - working with people just like you to achieve their own unique goals.
2. We’re going to give you personalized advice that’s right for your situation. Financial plans are not “one size fits all”. Your plan needs to be unique to you – taking advantage of your specific opportunities, and avoiding the specific roadblocks that you may encounter.
3. Our team of qualified professionals has decades of experience and is ready to assist you. Each plan we present is prepared by a Certified Financial Planner™ professional. Which means that we understand the nuances and complexity of the advice that we provide, and we’re required to give advice that is in your best interest.

So while I don’t yet know about your specific situation, I do know that you’re someone who has already taken the time to seek out information that will help you improve your financial situation. That means that you’re ahead of the curve – not settling for status quo. If you’re ready to take the next step schedule your complimentary Q&A today.