Financial Planning
Financial Planning for a Comfortable Retirement
Scott Lunsford has been in the insurance and financial services business since October 1988. His experience and dedication will keep your money growing and it will not be exposed to market risk. If you have left your employer and have a 401k, Scott will advise you on what you can do to keep that retirement account safe and keep it growing for future income. Financial planning is about building wealth without risk and Scott will work diligently to help you along the way. A Financial Planner’s goal is to help you take control of the money that flows through your life. Is your money earning 3.8%?
Financial Planning
STOCK MARKET VOLATILITY
Are you fed up with the ups and downs of the stock market?
RATE OF RETURN
Is your bank paying you a fair rate of return?
IMPACT OF FEES
Are your fees having an unfair impact on account balances?
You owe it to yourself to enjoy a stress-free retirement with a sufficient nest egg.
The Lunsford Agency’s Financial Planning Philosophy:
- Asset Preservation – Keep what you’ve got.
- Tax Control – Don’t pay tax on money you aren’t using.
- Outpace Inflation With Your Money – Don’t be too conservative.
