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Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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More People Turning to Investment Advisors for Help

The Northwestern Mutual 2022 Planning and Progress Study calls attention to the fact that more people want help with their financial planning than ever. With rising inflation, uncertainty across the board, and the possibility of an upcoming recession, more people are recognizing the value of getting outside help with their planning and investment strategies.

Before the pandemic, only 18% of people were working with a financial advisor, and they sought one out in the past few years. There are many reasons behind this shift, but if you’ve been feeling the call to meet with a team of financial professionals, we’re here to help you whether you have an existing financial plan or not.

Some of the reasons that you might be contemplating working with a financial advisor for the first time include:

  • The prolonged reflection time during the pandemic causing you to rethink your life goals
  • A new perspective on how you see work fitting in your life and how that work can contribute toward your financial goals
  • Being able to work remotely, which may have you thinking about moving somewhere new, living a digital nomad life, or locating closer to family
  • Big changes in your personal life, such as thinking about getting married, going back to school, starting a family, or having children
  • Balancing your finances to care for elderly loved ones

No matter how you have come to the conclusion that you want outside support in your financial plan, we’re here to guide you through it. At Shah Total Planning, we believe that each person’s plan is unique and should align with their individual goals. Now people are seeing more potential in crafting their own future than ever before. If that speaks to you, contact us today for a full review of your financial picture.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more