By definition, the unexpected always takes us by surprise! But there may be ways to lessen the shock and disruption to our lives by taking a few basic steps. Here are a few ideas for building your Financial Contingency Kit:
DRW Financial offers fee-only financial advice and asset management. We act in a fiduciary capacity, and aim to guide clients in the process of creating a comprehensive financial plan that addresses potential areas of financial need. A financial plan may include advice on insurance, investment management, estate planning, retirement income, and charitable giving, among other issues. Please consult an attorney before taking action on legal matters such as wills; consult an accountant on matters of taxes; consult an insurance professional on concerns around insurance policies.
David R Wattenbarger, president of DRW Financial
DRW Financial is a registered investment advisory (RIA) and is registered in the states of Tennessee, Illinois, and Georgia.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.