We just can’t seem to get out of the woods, can we? Between rising inflation, ongoing pandemic fallout, international unrest (and all the market volatility that goes along with it), there’s still plenty to worry about. So it’s understandable if your stress level is up.
But it’s not all doom and gloom. We believe there’s one thing that shouldn’t cause you to worry, and that’s your financial plan.
Reduce Your Worry With Preparation
The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to pursue them helps you experience financial confidence and gives you a financial future to look forward to.
Even though you’ve accumulated a healthy nest egg, you want to lessen the blow of current economic circumstances as much as possible. And after all your success in accumulating your wealth, the last thing you want is anxiety diminishing your enjoyment. (1) If you’re wondering if you need to make any changes to weather this storm better, we’re here to help you thrive.
We’re Here for You
You want to know your portfolio is set up to withstand market volatility, and that your financial partner is actively engaged in monitoring the market and adjusting as needed. Rest assured that Anderson Financial Strategies is here to do just that while guiding you through this stressful time.
Our mission is to provide our clients with quality financial expertise along with rapidly responsive service through an honest relationship. If you have questions, we’d love to address your concerns about your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule a complimentary Q&A call.
About Shon
Shon Anderson is president and chief wealth strategist at Anderson Financial Strategies, LLC with over 15 years of experience. As a fiduciary, Shon’s mission is to provide his clients with quality financial expertise along with rapidly responsive service through an honest relationship. He specializes in providing family office-style services to help his clients organize and focus their financial life. Shon graduated from Wright State University with a bachelor’s degree in financial services and an MBA in finance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Analyst® (CFA®) certification. His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate.com, Investment News, and Kiplinger. Shon serves as an adjunct professor teaching personal finance courses at Wright State University, leads CFP® exam review courses for Keir Educational Resources, and is president of the CFA Society Dayton. Shon and his wife, Jessica, reside in Sugarcreek Township, Ohio, and are blessed with triplet daughters, Elizabeth, Bridgette, and Alexandra, along with their son, Jacob, and dog, Jack. Over the years, Shon has been involved in several volunteer organizations including the Wright State chapter of Delta Tau Delta as an alumni advisor and was a Big Brother in the Big Brothers/Big Sisters program. To learn more about Shon, connect with him on LinkedIn.
_____________
(1) https://www.nytimes.com/2017/11/07/your-money/wealth-anxiety-money.html