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Do you feel connected to your money?

When you open your bank and brokerage statements, do you breathe a sigh of relief or gasp in anxiety?

Do you fully understand your how your long term investment plan matches up with your current daily lifestyle?

Through discussions over the years, I have found that many people do not know where they truly stand financially. Yes, they know they have investment accounts, retirement accounts, and bank accounts. They know they have life and health insurance in place. And they know they are covered in the event of a major disaster.

But, what they don’t know is how to interact with their overall finances in such a way that they feel confident in the decisions they make on a day to day basis. Many have expressed an underlying fear that they will never be financially independent.

I would like to offer encouragement to you today. It is possible to get a handle on your financial picture.  Often, just having a conversation about your finances with a knowledgeable professional can make all the difference.

If you are feeling a bit disconnected from your current financial plan, I would love to sit down with you and discuss your unique situation.

I opened Platinum Wealth Advisory, right here in Lakeway, seven years ago with the desire to help individuals in our community win at the financial game. Our doors are open to this community and we want to help and assist in any way possible.

Give me a call or shoot me an email.  Talk to you soon!