Financial Planning Fridays #52: Four Keys From a Year of Videos

Today’s video marks the one-year anniversary in the Financial Planning Friday’s series! Over this past year, these videos have helped people to make much better financial decisions, provided a voice of reason during times of uncertainty, and distilled complex financial planning strategies into short, straight forward videos.

While our clients have direct access to a team of hard-working, smart individuals at Presilium, many others do not. Because of this they are not getting the results they deserve.

Fortunately, and thanks to you sharing these videos, we met so many new families who found these to be an excellent introduction to our team, our approach, and our extraordinary care for our clients. And, who are now on a much better path to achieving financial success.

Over these next 52 weeks, our goal is to continue to produce meaningful videos that provide education and value to our viewers. As part of this, we always welcome recommendations for future videos.

But, in the meantime, we wanted to share the 4 keys that both most resonated with our clients and viewers, and also will position you to achieve financial success:

1. You need a plan – a roadmap to guide you from where you are today to where you want to go in the future.

2. You need to invest in stocks for the long-term. They have consistently provided higher returns than other investment choices over long periods of time.

3. You need someone proactively managing your tax bill. Someone looking each day for opportunities to increase your after-tax returns.

4. You need someone in your corner. Someone that you can lean on during times of uncertainty and despair to ensure you stay invested and make the best possible decisions at the most difficult times.

Again, we are so appreciative of the many introductions that we have received over the past 52 weeks, and we would love to talk with more of the people most important to you when they are ready. However, in the meantime, please continue to share these weekly videos, and these four keys; keys that we have found to be the drivers of financial success over our 22+ years of experience.

We look forward to talking with you again next week as we begin our second year of Financial Planning Fridays.

Be on the lookout for our next Financial Planning Fridays episode. Subscribe to our Youtube Channel so you never miss an episode. Or contact us directly; schedule your 15-minute call with us today.