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85 Main Street Hopkinton, MA 01748

508-435-5990
john.galego@lpl.com
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BETTER QUESTIONS


MAY YIELD


BETTER RESULTS


IS YOUR ADVISOR ASKING YOU THE RIGHT QUESTIONS?

Better Questions May Yield Better Results

Sometimes, "you don't know what you don't know."  Which makes it hard to ask the right questions.  This is particularly true when trying to map out financial goals.   

We begin with an in-depth conversation about your lifestyle, expectations, and concerns; help you identify and establish your goals and risk tolerance; as well as better understand savings strategies, retirement planning, and social security. We also discuss how your financial plan works synergistically with your insurance and estate plans.  By asking you better questions, we can generate a better plan.  

We know what questions to ask to help you look beyond your immediate needs and build a foundation for a stronger financial future. 

Your Written Financial Plan

Whatever your goals, your chances of success are much greater with a written financial plan. 

According to a recent study, "How Americans Define and Manage Their Wealth":

  • Only 24% of Americans have a written financial plan
  • Those with a written financial plan are more confident in their ability to achieve their main financial goals (49%) than those without a written plan (13%).*    
  • Those with a written financial plan are more likely to have:
    • a household budget
    • a rainy day savings fund, and
    • a monthly savings goal

Let us answer all of your questions and help discover some you may not have considered.  With the right questions answered, we can help you build a better financial plan and a better tomorrow.   

Contact Us Today To Learn More

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What To Expect When We Meet

What To Expect When We Meet