(BPT) - By Christian Lau and Gene Perkins
October marks the beginning of Financial Planning Month, bringing attention to an important issue in the lives of many individuals and their families. Unfortunately, when it comes to finances a majority of Americans do not have a cohesive plan in place — recent data suggests that only about 36% of the population has any sort of written financial plan. This is completely understandable — many are intimidated by the idea of tackling a stressful and sensitive issue head-on, and even more have no idea where or how to start the process.
The good news is that it’s never too late to start building a financial plan. And with the end of the year approaching, now is an ideal time to take stock of your financial situation and take steps to mapping out a more successful financial future.
To help get you on track, here are a few things to consider when creating a financial plan.
Life can be unpredictable, but your financial future doesn’t have to be. This Financial Planning Month, take the opportunity to review your finances and goals with a trusted advisor. Now is the time to take that first step toward a more secure financial future. Reach out to Synovus to get started and to gain peace of mind.
Christian Lau is a Senior Financial Planner at Synovus Securities, Inc.
Gene Perkins is the Head of Private Wealth at Synovus Bank.
Disclosures:
Investment products and services provided by Synovus are offered through Synovus Securities, Inc. (“SSI”), Synovus Trust Company, N.A. (“STC”) and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC and an SEC Registered Advisor. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.
Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.
Synovus Bank, Member FDIC.