You’ve made the right moves – in the end, you put the pieces together: your business, your life, your goals and beliefs, even your savings and your retirement account. But now that you have the pieces, how do you fit them all together into one cohesive picture? You don’t need someone to take over and tell you what to do with your money. You need a well-rounded adviser, someone who isn’t just inter
ested in your bank account and your investments, but in your whole life, what you are passionate about, and how your finances fit into it. You need someone who talks to you, not to your money. You can use your investments to support yourself and the goals you believe in, whether it’s saving for a particular cause, or socially responsible investing, or something else close to your heart. Your financial life doesn’t have to be a black box, where you put money in and returns come out. You can do well while doing good. I’ll sit down with you and help you assess everything you do and how it all fits together. I create an environment where you can feel safe sharing your doubts, where you feel supported in your desire to gain control of your life, and where you become more confident in your ability to make smart financial decisions and build your financial stability. I’ll advise, not dictate. And I’ll help you discover what’s possible. These are the services I typically offer my clients:
• Portfolio review and evaluation
• Cash flow analysis and budgeting
• Philanthropic planning
• Retirement and longevity planning
• Risk management (insurance policy review)
• Financial planning tools
• Retirement account investment analysis and allocation
• Subscription-based financial planning
• Other services specific to your situation that fall under the scope of financial planning. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Planning for Good is not a broker-dealer or investment adviser.
[My birth name is Margaret Haslach, but everyone knows me as Peggy or Peg]
[Common misspelling are Peggi Haslach, Peggy Haslack, Pegi Haslach, Peggi Haslack, Margaret Haslack]
