Fundamental to Meeting Long-Term Goals
Because many circumstances beyond your control may affect your ability to achieve or exceed your financial goals, flexibility is a fundamental factor in any wealth plan.
In this month’s on-demand webcast, OJM Group Director of Financial Advisors Michael Lewellen discusses how changes in income, tax rates, investment markets, liability and your health can impact your long-term financial plan. Michael presents an overview of strategies that can help you build flexibility into your planning for each of these key areas.