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Honorable Mention » Nature Category
A Who’s a What Your financial health matters by Alex Vassey, CFP® CRPS® | CERTIFIED FINANCIAL PLANNER™ Certified Retirement Plans Specialist™ | Investment Advisor
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he mind of a four year old is an amazing piece of work. The questions and concerns that it creates are without a doubt astonishing. My little girl will often ask questions or make comments out of the blue that can take me a minute to respond. Over the years I’ve created a response that not only gives me a minute to think of a more appropriate response but can also lighten the mood for some of her deeper concerns. I’ve been annoying her with this response so often it’s almost automatic now. I simply respond by saying “a who’s a what”. Perhaps it just sounds funny but I catch a smile every time and usually hear an echo for a minute or two. A who’s a what? A who’s a what? In our house it’s just a funny response. On occasion I’ve seen that look in a client’s ALEX VASSEY eyes and know they’re thinking, “a who’s a what?” Many people believe that investing and retirement is overly complicated and have had that reinforced by advisors selling complicated and generally unnecessary products. Fear and greed tend to be the driving force for clients to leap into investment products that can complicate things. The fear of seeing an account value decline or the greed of wanting an unrealistic return are the usual culprits of getting into something that could create long term problems. The truth is that retirement and investing is only as complicated as you and your advisor make it. The amount of understanding for investments, investing and retirement widely varies from person to person so I’ve always tried to begin with the simplest approach. I like simple and I like sensible. There can always be factors that complicate financial planning and investing but there’s no reason to create more complications. If you’re thinking about retirement or are retired and you find yourself thinking “a who’s a what” find out how simple investing for and during retirement can be. I’m a CERTIFIED FINANCIAL PLANNER™ professional at your local investment firm located in Seneca and Clemson and I’m here to help simplify your retirement. Let’s keep “a who’s a what” as just a funny response and not an actual step to retirement.
Seneca Office: 140 Bountyland Road Clemson Office: 133 Thomas Green Blvd, Ste. 200 P: 864.718.0600 | F: 864.718.0602 | www.SC-Retirement.com
Radiant Cherry Blossoms by Howie Roesch, Pointe Harbor
Securities and advisory services offered through Commonwealth Financial Network®, a member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Financial Dynamics. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and in the USA.
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