What You Need to Know About DIY Financial Planning
Planning for your own retirement can be stressful, to say the least.
- Will I have enough money to live?
- Am I doing it right?
- What am I missing?
Unfortunately, do-it-yourself financial planning often leads to emotional decisions—buying high, selling low, chasing last years’ success stories… It can produce subpar results and become a detriment to retirement accounts that aren’t properly maintained.
We found some really shocking statistics and created an infographic that explains a few of the hazards of DIY financial planning and why it’s so important to avoid them.
At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management. It is easy to get lost in a sea of choices. Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.
Our focus is twofold: first and foremost, we are fiduciary advisors. We stand against any violation of laws, values, and ethics. Second, we treat our clients as part of our family, not only those who call Maryland and Georgia home, but clients across the US who have benefited from our reputation of personal service, integrity, and expertise.
We strive to exceed client’s expectations – because we have high expectations of ourselves.