Worried About Your Financial Plan? Schedule A Q&A Call Today
By Michael Vaughn, CFP®
Just because 2020 is behind us and COVID-19 restrictions are easing doesn’t mean our worries are over. We’re all still feeling the long-lasting effects of the global pandemic, and although resilient Americans have adjusted and adapted, you’re likely still experiencing above-average levels of stress.
From off-and-on quarantines, job and business uncertainty, remaining concern for our own health as well as those of our loved ones, and apprehension about the markets and the economy, there’s still a lot keeping us up at night. We at Pinnacle Family Advisors firmly believe that no matter how tough (or uncertain) times are, one thing that shouldn’t be causing you worry is your financial plan.
Choose To Prepare Rather Than Worry
The purpose of having a financial plan is so you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings confidence and gives you a financial future to look forward to.
If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help you thrive.
Meet With Us In Person Or Virtually!
This isn’t the first time you’ve experienced stress, and it won’t be the last. During these times of high anxiety, it’s vital to remember that you’re not alone. Our Pinnacle Family Advisors team is here to help. In fact, guiding you through this storm (and the storms to come) is our number-one priority.
Are you ready to get back to enjoying your life today rather than worrying about tomorrow? We invite you to connect with us so we can answer your questions and address your concerns about your finances, goals, asset allocation, risk, what the markets are doing—whatever is causing you stress and anxiety. To schedule your complimentary Q&A call today, email me at [email protected], call (417) 351-2942, or use my online calendar.
Michael Vaughn is a Certified Financial Planner™ (CFP®) and Vice President at Pinnacle Financial Advisors (PFA) with 20 years of industry experience. Before joining the PFA family, he served clients with investment management and retirement planning at The Mutual Fund Store for 14 years. Michael graduated from Missouri State University with a bachelor’s degree in business administration and management and earned his CFP® designation in 2004. He also served 20 years in the Missouri National Guard, retiring in 2007 as a Major. He currently volunteers on the board of directors for Good Dads and Fellowship of Christian Athletes. Michael is married to Lori and they have two daughters. To learn more about Michael, connect with him on LinkedIn.