October Topic of the Month _ The Importance of Annual Reviews

Working with a financial advisor is a great way to be on track for retirement or planning for a special occasion.  It’s very important to make sure you are meeting at least once a year with them to review any changes that may have occurred in your life. 

Reviews help the advisor to make sure they have your properly allocated for your risk tolerance and you can always go to our website at www.OrsingerGroup.com under our Resources tab and find out what your Risk Tolerance is by clicking on What is your risk number.

Reviews are also important to update your advisor on life changes for you; like the birth of children, getting ready to retire, inheritance or planning for a major event like a wedding or vacation of a lifetime.

Your advisor wants to be able to make the best decisions with you to keep your financial goals on track.

If you have not scheduled your annual review for this year, give us a call at 724-588-9067.