Financial Planning Week 2012

Finan­cial Plan­ning Week is Oct. 1–7 and des­ig­nated to pro­mote aware­ness for peo­ple to con­sider a pro­fes­sional finan­cial plan­ner for their var­i­ous fis­cal needs and requirements.

Shel­don J. Har­ber, CFP ®, Pres­i­dent of Asset Strate­gies, Inc., says more peo­ple need to con­sult with a qual­i­fied finan­cial plan­ning professional.

“The need for advice is greater now with con­tinue changes in finan­cial mar­kets, tax laws and geo-political forces,” he said. “Eco­nomic volatil­ity has made it harder for peo­ple to be do-it-yourself finan­cial planners.”

Har­ber says cer­ti­fied finan­cial plan­ning is unique. 

“Not all finan­cial plan­ners are cer­ti­fied,” he said. “I’m a Cer­ti­fied Finan­cial Plan­ner with a degree from the Col­lege of Finan­cial Plan­ning in Den­ver. Not all finan­cial plan­ners are experts in com­pre­hen­sive plan­ning methods.

“What’s impor­tant is that you review your goals and objec­tives from time to time, and that you’re on sched­ule to meet your cur­rent and future retire­ment goals and objectives.”

Harber’s firm, Asset Strate­gies, Inc. has been in busi­ness since 1972 and rec­og­nized as one of the longest tenured finan­cial plan­ning firms in St. Louis, start­ing busi­ness before there was indus­try cer­ti­fi­ca­tion and con­tin­ual edu­ca­tion for professionals.

Finan­cial Plan­ning gives peo­ple oppor­tu­ni­ties to hear free finan­cial plan­ning advice.

The Finan­cial Plan­ning Asso­ci­a­tion of Greater St. Louis is team­ing up with SLATE CWE (St. Louis Agency on Train­ing and Employ­ment Cen­tral West End) to host an edu­ca­tional sem­i­nar on per­sonal finance, “How to Sur­vive a Layoff.”

The sem­i­nar will be held at the SLATE CWE, 4811 Del­mar Blvd. and is free and open to the public.

The views expressed are by Shel­don Har­ber and should not be con­sid­ered legal or tax advice. Please see a qual­i­fied attor­ney or accoun­tant for answers to spe­cific questions.

Investors should care­fully con­sider the invest­ment objec­tives, risks, fees and expenses before invest­ing. For this and other impor­tant infor­ma­tion please obtain the invest­ment com­pany fund prospec­tus and dis­clo­sure doc­u­ments from your Rep/Advisor. Read this infor­ma­tion care­fully before invest­ing. Diver­si­fi­ca­tion and asset allo­ca­tion strate­gies do not assure profit or pro­tect against loss.

You’re best served by an expe­ri­enced finan­cial and tax pro­fes­sional. Asset Strate­gies, Inc. has been serv­ing clients for over 60 years. Visit us at our web­site, www.assetstrategiesinc.com, call us at 314–432-0288 or email me at Sheldon@assetstrategiesinc.com. We also pro­vide ser­vices in Chicago. Call Paul Wedeen at 630–556-4672 or email him at Paul@assetstrategiesinc.com.

Secu­ri­ties offered through a non-affiliated com­pany, Cam­bridge Invest­ment Research, Inc., a reg­is­tered Broker/Dealer, Mem­ber FINRA/SIPC. Invest­ment Advi­sory Ser­vices offered through Cam­bridge Invest­ment Research Advi­sors, Inc. a reg­is­tered Invest­ment Advisor

Be sure to also fol­low us at these sites:

Asset Strate­gies, Inc. at Twitter

Asset Strate­gies, Inc. at YouTube

About the Author: Sheldon Harber

Sheldon Harber is President of Asset Strategies Inc. and a CFP ® - Certified Financial Planner. His career started in 1979 with Comprehensive Planning Consultants (CPC). Today, his clients depend on him for experience and expertise to guide their financial affairs.