A financial planner will be able to connect all of the financial dots for you in order to create a comprehensive plan to help you achieve your financial objectives. Our company's financial planners have the skills and experience in all types of financial products and financial areas of your life - equities, bonds, insurance, taxes, and estate planning – to provide the best suggestions for your specific circumstances. A financial planner can also help you save thousands of dollars in taxes and identify higher-yielding investment alternatives with little or no risk.

Your personal financial planner is also a teacher. At AMA Financial, one of our staff' responsibilities is to assist you in understanding what it takes to achieve your long-term objectives. Financial themes may be covered in depth during the schooling process. Those discussions could include budgeting and saving at the start of your partnership. Your financial planner will help you grasp complicated investment, insurance, and tax issues as your knowledge grows.

Determine how much money you'll need to retire.

Despite the uncertainty, only one in every four poll respondents sought financial guidance from a professional. Knowing how much money you'll need when you retire is one of the most important aspects of retirement planning. You'll also want to figure out how much money you'll need to save and invest each year in order to get there. However, retirement planning can be difficult and personal. A professional financial planner can help you out if you need it. He'll look at your present assets and savings, as well as your predicted living expenses and income streams after retirement.

A sense of Peace

Anxiety is reported by one-third to half of working-age Americans as a result of financial stress. Nearly 60% of those surveyed are more anxious about their financial future than they are about their current financial problems. People lose sleep, productivity, and even their health as a result of financial stress. A retirement plan can help alleviate one of the most common causes of financial stress. This might be quite beneficial! When you have a retirement strategy in place, you'll have more emotional energy to devote to the things that are most important to you.

Make better choices.

The majority of financial actions have long-term consequences. However, as your life becomes more complicated, you will have to make more decisions. Frequently, the answers to these questions aren't black and white. However, every stone in your financial pond generates waves. The more choices you make, the more worried you will be about your future. You'll have the information you need to make informed decisions once you know where you stand in relation to your objectives. This is a significant advantage of today's retirement planning.

Monday through Friday, 9:00 a.m. to 5:00 p.m., our office is open. If you'd like to get started on your financial planning right away, please stop by and one of our friendly financial planners would be more than happy to help.

We are conveniently located off of the Patuxent Freeway. 10015 Old Columbia Road, Columbia, MD 21046 is our address.