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Bluffton Location

117 E Elm Street

Bluffton, OH 45817

Where to get financial advice

January 10, 2023

I recently saw a social media post about being sure you have beneficiaries set up on your accounts.  My first thought was - that is really good advice, but it is not quite 'complete.'  My next thought was - how many people are looking at the social media post thinking, "Yep, I need to do that and then my affairs will be in order.  I'm sure glad I checked Facebook today for my investment and estate planning needs."  Yikes!

Please don't misunderstand. This is actually a great first step in planning what happens to your accounts in the event of your death. However, it is not the do-all-and-end-all piece of advice for every person in every situation.  Your situation is unique.  You are more than a Facebook citizen. 

What if you could get simple, straight-forward, easy to understand advice about getting your accounts in order from a professional who was willing to take the time to assess your personal situation? What if - instead of trusting Facebook for your financial needs - you made an appointment for a no-obligation conversation with a trusted adviser?

We would be happy to help you think about what you want to happen with your accounts when you die and then make that happen. Give us a call today!