Other Concerns

Let’s Talk…Other Concerns

We regularly survey people to learn more about their concerns.  For many of them the “ultimate concern” is running out of money after retirement.  The concerns we have identified fall into four categories:

•  Taking care of family (education, weddings, medical needs, etc.).
•  Managing assets, especially during the asset distribution phase.  The question most often asked was “Am I in the right investments?”
•  Reducing risk and protecting against difficult-to-predict contingencies.
•  Having the time and technical skills to make the best use of resources.

We use a threat assessment, investment and risk transfer process called DYNAMIC MAPPING™.  It illustrates where you are, where you’re headed and responds to the threats and opportunities you face.  Let’s talk…I would be glad to discuss how our principles and experience allow you to see your financial situation, manage risk, invest and save time and money.  Contact Us for a free 10-15 minute confidential phone conversation with Mike Helgesen*, Founder and President, Sound Financial Services, Inc.

* Mike Helgesen is a Certified Financial Planner™ with 30 years of experience helping individuals and small businesses.  He has spoken and written extensively about the proprietary techniques he uses to mitigate risk.