Your Financial Goals

“Planning is bringing the future into the present so that
you can do something about it now” - Sarah J. Halpin
 
Sarah J. Halpin CFP®
First Vice President-Investments
 
Sarah can help you to create a strategy designed to help meet your life goals through the appropriate management of your finances:
 
Sarah can help you:
 
·        Set realistic financial and personal goals.
·        Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan strategies.
·        Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.
·        Put your plan into action and monitor its progress.
·        Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets, and tax laws.
 
 
Your custom plan reflects your needs. Is flexible enough to accommodate changes and ultimately is designed to help you to manage, preserve and build your wealth.  Your investment portfolio is designed to support your investment plan and is compatible with you as an investor and as an individual.
 
Contact The Danforth Group of Wells Fargo Advisors at 207-776-6243 for further information.
 
 
Wells Fargo Advisors does not provide legal or tax advice, but we as Financial Advisors are happy to work with your chosen legal and tax advisors to help you achieve your financial goals.
 
CAR 0515-04418