Financial Insights

Common Misconceptions in regards to Financial Planning

The following are 6 common misconceptions in regards to financial planning.

  1. Confusing financial planning with investing.
  2. Think that financial planning is for the wealthy.
  3. Think that financial planning is for when they get older.
  4. Think that financial planning is the same as retirement planning.
  5. Wait until a money crisis to begin financial planning.
  6. Think that using a financial planner means losing control.

 

If you have questions or concerns about your financial strategy give us a call at 843-628-2892 or use our contact form.