SATURDAY, JANUARY 17, 2015
This is a guest article by Scott Steiner, of Dodds Wealth Advisors (also known as Money Concepts), located at 145 S. Main St., Bellefontaine, Ohio. Scott earned a an MBA from Tiffin University, and has been married to his wife Leslie for 17 years. They have three boys, ages 11, 7 and 3. All Securities are offered through Money Concepts Capital Corp., Member FINRA/SIPC. Dodds Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp.
Hello, and Happy New Years to all of you! I have been with the Dodds Group for over 16 years. This family-run company offers a full range of financial service products (i.e. IRA’s, Roth IRA’s, College Savings plans, 401k rollovers, Mutual Funds, Advisory Services). Our focus is to put our clients first and to grow in friendships, while helping them enjoy a better life.
Many times we work with clients who come in with anxiety over how much they should have for retirement. These discussions turn into when they can retire, and what to expect. Such variables as inflation and taxes are taken into the equation. Through a comprehensive financial plan, we are able to give valuable information. It is fun to see the excitement grow, and take the place of the concern they came in with.
As we enter a new year, it is a good time to start considering (if you haven’t already) the idea of controlling your financial future. Move away from having your financial future control you. Life is much more peaceful when you have a plan.
We strive for long-term relationships with our clients. It is important to feel that we will be there when you need us. If you need to talk about setting up an IRA for tax savings strategies, or you feel that your work 401k needs reviewed, please let us know.
To summarize, isn’t this a great time of the year to take inventory of your financial picture? For your insurance needs, please check out Alan Galvez Insurance. They are good at what they do! For your financial planning needs, we would love to hear from you. Our number is 937-592-0200 or 800-745-8715.
Thank you and have a blessed year.
Posted 2:00 PM
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