WHAT SECURE INCOME MEANS FOR YOU
Your assets are the result of countless decisions you’ve made in your life—some of which have undoubtedly paid off, and some which you may have learned from. When it comes to harnessing the potential of what you have, though, it’s easy to miss the opportunities that undoubtedly abound. O’Connor Wealth Management is here to help people who don’t want to leave any money on the table.
THE BENEFITS OF EXPLORATION
Financial advisors understand the benefits of striking out and taking sensible risks with your holdings. The right professional will find out what you’re looking for and how it fits in with your current portfolio. For instance, are you hoping to own an investment property in the near future or would you prefer to branch out in the stock market? A CTO in Naperville may have different goals than a restaurant owner in DeKalb. From family to spare time to lifestyle, building strong returns will only work if it doesn’t place undue pressure on the people at the center of the equation.
John O’Connor and his team know that the Greater Chicagoland area can be a difficult place to navigate, both in terms of daily living expenses and long-term financial plans. Some clients might want to move to warmer climates when they’re ready to retire, while others will opt for something a bit closer to home. Seeing a financial advisor is a way to plan your future in a practical sense, ensuring that you have enough to get you past nearly any hurdle along the way.
Your customized strategy will be as complex as the path you took to get where you are today, but the core principles couldn’t be more simple. There are only three questions to ask here:
1. How much can you save and where can we help?
2. What risks do you feel comfortable taking?
3. How will it feel to be financially set when all is said and done?