Risk & Business Magazine Marcotte Magazine Summer 2018 | Page 29
FINANCIAL PLANNING
helped create it—can encourage the investor
to stay the course. 1 THINK OF A COMPREHENSIVE FINANCIAL
PLAN AS YOUR COMPASS.
A COMPREHENSIVE FINANCIAL PLAN IS A
COLLABORATION, AND IT RESULTS IN AN
ONGOING RELATIONSHIP. Accordingly, the financial professional who
works with you to craft and refine the plan
can serve as your navigator on the journey
toward your goals.
Since the plan is goal-based and values-
rooted, both the investor and the
financial professional involved have spent
considerable time on its articulation. There
are shared responsibilities between them.
Trust strengthens as they live up to and
follow through on those responsibilities.
That continuing engagement promotes
commitment and a view of success.
The plan provides not only a direction but
also an integrated strategy to try and better
your overall financial life over time. As the
years go by, this approach may do more than
“make money” for you—it may help you to
build and retain lifelong wealth. +
Joseph John, a University of Nebraska – Kearney graduate, has over 25 years experience in the financial
services industry. Joe is one of the principals of Marcotte and serves on the Board of Directors. Joe works
with his clients on a one-on-one basis by providing personalized, fee-based financial planning and
wealth management services. Joe has earned his Chartered Life Underwriter (CLU), Chartered Financial
Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant
(REBC) designations. Joe is a Registered Investment Advisor (RIA), and is licensed in Life, Health and
Annuities Insurance and FINRA Series 6, 63 and 65 registrations. He is a Qualifying and Life member of
the Million Dollar Round Table. You can reach Joe at 402-970-3336 or [email protected]
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.
Citations:
1 - cnbc.com/2017/01/04/most-investors-didnt-come-close-to-beating-the-sp-500.html [1/4/17].
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