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
FCL LLC (“DRW Financial”) is a registered investment advisor offering advisory services in the State(s) of TN, GA, IL, OK and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DRW Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DRW Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.