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May 19, 2020

Reviewing Your Financial Plan During COVID-19

When thinking about retirement, most of us assume that we will get to pick when we retire. That’s unfortunately not always the case as health issues, changes in employment and unforeseen circumstances can be hard to predict. It is even harder to plan for changes in our own priorities and visions of the future.

 

Carroll Financial has been helping our clients plan for the future since 1980. In light of recent events, now may be a great time to take a fresh look at your retirement plan. Whether you’d just like a second opinion on your current plan, or if you’re starting from scratch, our advisors are here to help. But you don’t have to come into the office to get advice, we can schedule a phone call or virtual meeting at a time that works for you.

 

If you or someone you care about needs to create a new plan or a new strategy, we’re here to help.

 

Request an Appointment

 

Request an appointment above, give us a call or send us an email at any of our three locations:

 

www.carrollfinancial.com

cfa@carrollfinancial.com

 

Registered Representative of and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks are not affiliated.

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