Time to get your Annual Financial Check-up

With the ever-challenging Michigan economy and the roller-coaster ride of recent months in the stock market, now, more than ever, everyone needs to have a Financial Check-up.

How can you be sure you have the best advisors surrounding you? Get a second opinion of course. When you first started working with your current accountant, investment advisor, estate attorney and tax attorney, you had certain goals to achieve. Are those goals the same, or have they changed in some way? If they’ve changed, have your plans to achieve those goals changed along with them? Do you have any new goals? A comprehensive, financial check-up, like we offer at The Advanced Strategies Group, would be able to answer these for you.

There are many questions to be asked and answered:

• Are you saving enough to retire when you want?
• Will you have enough to pay for your child’s college tuition?
• Are you taking advantage of every tax deduction available to you?
• Will your estate be in disarray if you were to pass away tomorrow?
• When was the last time you looked at your will or living trust?
• Do your current investments help protect you in a down market?
• Are your current investments achieving the returns you want?
• What is going to happen to your business when you retire? When you pass away?

All of these questions, and their answers, are very important to your overall financial health. The only way to ensure that you are receiving the best advice and that you are able to achieve all of your goals is to have a comprehensive, financial check-up.

Beginning in December 2007 we at The Advanced Strategies Group implemented a year-end push with our clients that we called “Your New Year’s Resolution.” We began scheduling meeting with clients, identifying life changing events such as marriage or divorce, birth or adoption, purchasing a new home, receiving an inheritance, starting a new job, and changes in their health, to evaluate their goals and objectives. In 80% of the cases, investments were re-allocated to safer vehicles that protected against the downturn in the markets yet still offered upside growth if that were to occur. Luckily for us here at The Advanced Strategies Group and for our clients, we have weathered this incredible market collapse better than most.

Please call us at 248.468.0330 to speak with an ASG representative and make your 2009 New Year’s Resolution to your Financial Check-Up!

The Advanced Strategies Group, Inc. paid for placement of this content. The firm’s views do not necessarily reflect those of The Daily Dash, WWJ Newsradio 950, or CBS Radio.

For information on how you can sponsor content in the Blue Box, contact Jeff Lasser at (248) 455-7200 or jeff.lasser@cbsradio.com.