1-Minute Financial Challenge

What can you learn from a planner?
Take Our 1-Minute Challenge and Find Out!


Sudden turns in the markets, and events in your life, are rarely announced in advance.  A good plan and sound investment strategy can help you when the unexpected happens.  We help clients stay prepared, by providing personalized advice and guidance.  We help educate clients, to be confident in answering their own questions. 

Below are the Top 10 questions that we are asked. Our clients receive personal benefit from our professional advice on these and other questions. Are you ready to answer your questions, in less than one minute? Call us if you would like to discuss it!

  1. Am I on track to retire? When can I retire, and will I have enough to live on?
  2. How much should I currently save for retirement and/or for education expenses?
  3. What investments should I hold?  It appears that many investments have become too risky.
  4. I think I can handle refinancing my mortgage, what terms should I request?  Changing to a shorter term, is that appropriate, and how will it affect my taxes?
  5. I know that I need to pay attention to my investments, but it is not working out for me. How should I be rebalancing my investments?
  6. How should I deal with a recent inheritance?
  7. CERTIFIED FINANCIAL PLANNER™ practitioners are the experts in financial planning and investments, how do I know which ones I can trust?
  8. I may need an annuity, but I don't want to deal with the pressure of a commissioned financial advisor. How do annuities work, and What is in my best interest?
  9. I have numerous accounts that are scattered about. I receive far too many statements in the mail. How should I setup an IRA, or Roth IRA to consolidate this?
  10. What are my best financial choices for when to receive Social Security?

 

If you want guidance regarding these important questions, we invite you to contact us to discuss it further. Give us call or email us at info@resolutefinancial.com.

 

 



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We put your interests first® is a registered trademark of Resolute Financial, LLC.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. The financial planners on staff include: Bob Ryan CFP® of Wakefield, MA; George Paquin CFP® of Chelmsford, MA; Tom Dwyer CFP®, and Chuck Johnson CFP® of Newburyport, MA. NAPFA is the National Association of Personal Financial Advisors. Membership in NAPFA requires being fee-only, and signing a Fiduciary Oath
Resolute Financial is an independent registered investment advisory firm and is not affiliated with any other company.
This web site provides general information about Resolute Financial and is not intended to offer investment or financial planning advice through the Internet.
This site provides general information for you to read about our approach, to learn about our services.

Resolute Financial provides fee-only financial planning and investment advisory services in communities in Massachusetts (north of Boston), Newburyport, Amesbury, Salisbury, West Newbury, Newbury, Byfield, Georgetown, Groveland, Merrimac, Rowley, Ipswich, Hamilton, Wenham, Lynnfield, Danvers, Beverly, Andover, North Andover, Topsfield, Boxford, Middleton, Haverhill, Bradford, Bedford, Billerica, Burlington, Carlisle, Chelmsford, Concord, Lexington, Lincoln, North Reading, Reading, Stoneham, Wakefield, Westford, Wilmington, Winchester, and Woburn, and the towns of Middlesex County, Massachusetts. We also provide fee-only financial planning and investment advisory services in communities in southern New Hampshire, including Seabrook and Hampton.