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“Accidental” vs. “Deliberate” Success

Aside from young professional athletes, who these days seem to become successful overnight, there are also those who manage somehow to become “accidentally” successful. How do they do it?

Well, it begins by their following some basic financial guidelines such as doing their best to stay out of unnecessary “consumer” debt, saving to buy a home as soon as they can, and then consistently setting aside money in long-term savings. Over the years that little nest egg can turn into quite a handsome sum until, in their 60’s, they decide to retire and find that their long-term savings has helped them become successful! Sure, there is a lot more to it than this simple example, but you get the idea … starting to save early in life, and sticking with a plan, helps create great rewards later on.

This is all well and good, but what about the others who, for whatever reason, were not able to start early and now find themselves in their 30s, 40s, 50s, and even 60s and needing to work harder to prepare for retirement?

This is where we come in, to work with you, to assist you in becoming “deliberately” successful. How will we do this?  At Mission Financial Planners we specialize in personalized service, combined with a long-term approach and fresh thinking to help our clients:

  • Save and invest for retirement, education, and other life events
  • Create retirement income strategies
  • Protect the ones they love
  • Plan their legacy

So, regardless of your age, or where your financial status lies right now, we can assist you in realizing your dreams.