Let’s Turn Your Goals Into A Plan

We are changing the format of our monthly newsletters to better anticipate and respond to your needs and questions. Going forward, we will be curating the contents of each newsletter ourselves. This will enable us to address topics of broad interest that some of you will have raised in conversation with us as well as timely topics that contribute to the regular monitoring and updating of your financial plans.

This month, we’re attaching “Your Story, Your Goals, Your Plan,” an Oppenheimer Asset Management Inc.'s publication we use to guide clients through the financial planning process. Summer is an ideal time to work with us to establish your financial plan or to conduct a quick review and make any necessary adjustments. We firmly believe a plan is always better than no plan – and that plans are made to be adjusted as time and circumstances dictate.

In addition to working with you to develop a goals-based financial plan, Suzanne Rismiller and Christine Sakraida can assist with cash-flow analysis, insurance and contingency planning, social security, and college planning. Christine, who is director of the Financial Planning Group on the West Coast for our affiliate Oppenheimer Asset Management Inc., is partnering with Suzanne to provide these services.

Page five of the attached document – it’s nine pages in total – offers a list of considerations that are meant to get you thinking. You’ll find questions on everything from investments and incoming planning to debt management, charitable giving and long-term care. It’s intended to be thought provoking and lead to the development of a thoughtful plan.

Our goal is to help you reach your financial goals. One way we can assist is with the development and monitoring of your financial plan. We hope you’ll take a moment to read the attached. When you are ready, feel free to contact Suzanne Rismiller at suzanne.rismiller@opco.com or call (713) 650-2054.