The best way to save is to have a clear idea of what you're saving for. Take the time to discover your financial goals. By making your financial goals more personnel, you will have a better chance of achieving your goals. Having a financial plan can help no matter where you are in life. Whether you are saving for retirement, college, or a second home, there are many ways to save.
However, having a financial plan tailored specifically for you will give you confidence to know where and how much to invest. Once you have a plan in place you will feel a greater peace of mind. Based on a personal relationship, we will help you track your progress towards your goals. As your life and goals change so does your plan.
However, having a financial plan tailored specifically for you will give you confidence to know where and how much to invest. Once you have a plan in place you will feel a greater peace of mind. Based on a personal relationship, we will help you track your progress towards your goals. As your life and goals change so does your plan.
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James Taylor is a Financial Advisor and the Managing Member of Groundwork Wealth Management. Prior to forming the firm, James was a franchise advisor with Ameriprise Financial Advisors for 10 years, where he provided financial advice and solutions for high-net-worth individuals and their families. James has a bachelor's degree in Finance from Bob Jones University.
Wealth Management is a process built around the pillars of financial planning & asset management. We view the two components with the utmost importance when building a successful financial life. Our goal is to help our clients achieve success in all aspects of their finances. From retirement planning, saving for education, estate planning and insurance all can play an important role in the lives of our clients.
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