30-Minute Thursday # 7 - Financial Plan

Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses, and investments such that you can manage your money and achieve your goals. In this video, our advisors walk you through the process of creating a financial plan.

This material is provided courtesy of the Sears Wealth Management and Insurance Solutions and is for informational purposes only. Sears Wealth Management & Insurance Solutions is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sears Wealth Management & Insurance Solutions are not affiliated companies. All investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Sears Wealth Management and Insurance Solutions and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Our firm is not affiliated with the U.S. government or any governmental agency. 1005076 - 8/21