When to Call Your Financial Advisor

If you’re experiencing a major life change of any kind, or facing a crucial financial decision, it’s a good idea to make an appointment with your financial planner.

Here are some examples of major life passages when you may need some good financial advice – and some action items to bring up:

1. Marriage. At a minimum, it’s critical to have life insurance in place to protect both spouses. Many planners also assist with budgeting tools, provide advice about spousal communications concerning money, and can help you develop a long-range financial plan together, as a couple. Other critical items to discuss include disability insurance, debt/credit management and starting retirement savings. When to Call Your Financial Advisor

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Brown & Stromecki Agency, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of NY, OH, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Brown & Stromecki Agency, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Brown & Stromecki Agency, Inc.
4313 South Buffalo Street
Orchard Park, New York 14127
Phone/Text: 716-662-4461
Fax: 716-662-2525

Brown & Stromecki