Have Big Goals For 2025? This Financial Planner Can Help!
The start of a new year is such an inspiring time. We all desire to become better versions of ourselves and have newfound motivation to reach our biggest goals. If you set an intention to get on top of your finances in 2025, it may be time to reach out to a financial planner!
Similar to the way a Realtor helps clients navigate the ins and outs of homeownership, a financial planner serves as a guide to achieving financial goals.
Here are a few of the things a good financial planner can help you with:
Taking inventory of your overall financial situation
Determining the amount of money you need to save for retirement
Learning how to save enough for big goals, like a child’s college tuition
Identifying investments that make sense for your individual goals
These are only a few of the many things a financial planner can assist with. If you are looking for a quality financial planner in the Monterey Bay area, I highly recommend talking with Kevin Newhouse at Jacob Young Financial!
Kevin is personable and experienced and makes each of his clients feel important. In addition to financial planning, Kevin takes the time to help his clients understand impactful tax-saving strategies.
I have referred Kevin to several clients who have been very happy with his services. If you’re in need of financial planning services, give him a call at (831) 722-3625 or send an email to kevin.newhouse@jacobyoungfinancial.com.
