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How Having a Financial Plan Can Help You Save for Your Long Term Goals

Whether you are saving for retirement, establishing a college fund for your kids or beefing up your emergency reserves, it pays to have the help of an expert. Having a financial planner in your corner can increase your knowledge, boost your returns and allow you to establish a financial portfolio that makes sense for you and your family.

You would never build a house without a blueprint, so why would you invest without a solid financial plan? Whether you are well on your way to retirement or just getting started, a good financial planner can provide real value and help you stay on track.

Financial planning is not something to be taken lightly, and the expertise a financial planner brings to the table cannot be overstated. You are an expert in what you do for a living, but chances are you are not an expert in the stock market. By hiring a financial planner, you can benefit from their expertise and knowledge, giving you one less thing to worry about.

Planning for your financial future is no easy task, and the sooner you get started the better off you will be. If you have been putting off your financial blueprint, now is the time to get started. Developing that financial blueprint is the first step toward a comfortable financial future, and an experienced financial planner can help you create a plan that makes sense for yourself and your family.

Hiring a financial planner is a great way to maximize your retirement savings, college funds and emergency reserves. When you have an expert on your side, it is easier to develop a smart plan for all your financial goals.

A good financial planner can also help you with more than just investing. From the amount of life insurance you need to whether you need long-term care insurance, your financial planner can help you understand your situation and build on what you already have.

It is also important to keep in mind that a good financial planner should not cost you anything at all. By boosting your returns and helping you understand your insurance needs, financial planners bring real value to their clients. Far from costing you money, an experienced financial planner can actually make you money in the long term.

If you have been putting off your financial planning, you can still make up for lost time. It does not matter how old you are or how close you are to retirement - finding a financial planner you can trust can add real value to your life.

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DME CPA's was established in 1984. We are a team of CPA's focused on the ambitions of our clients. We serve in the areas of business, individual, estates, trusts and not for profits.

Our commitment: To timely identify, explain and implement change for our clients.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 13 Seattle-area investment professionals with the Five Star Investment Professional award.