Fairfield’s Best Financial Adviser
Ameriprise Financial Services voted Best Facial for 2020 by Fairfield Magazine readers.
If there is one thing we can all count on in life it is change—sometimes for the good, sometimes for the bad. It could be the joy of a new child, a location change due to a new job, or the death of a loved one. And with change comes growth. As a financial planner in Fairfield, Michelle Hobart would like to grow with your family. She has been helping families with financial transition for 20 years, assisting with all aspects of client’s financial planning strategies.
Michelle believes that financial planning helps build a roadmap that allows you to reach your personal goals. “Many people think that they need an abundance of capital in order to benefit from a financial plan, and that is simply not the case,” says Michelle.
Do you need a financial plan? Start by asking yourself the following questions:
◗ What is my current net worth?
◗ If something were to happen to me will my family be taken care of?
◗ Do I have a power of attorney in place, a healthcare proxy, or a trust?
◗ What can I do to reduce my income tax?
◗ Do I have a budget in place?
◗ Have I reviewed the asset allocation on my investment accounts?
◗ When should I take Social Security?
◗ What will replace my income when I retire?
◗ Am I on track to send my children to college?
◗ How will I take care of my parents if they need long term care or how can I eliminate burden on my children should I need long term care?
Contact Michelle if you would like help thinking about these very important issues. Life is unpredictable. The best we can do is plan for the unexpected.
Michelle.Hobart@ampf.com / 1495 Black Rock Tpke, Fairfield, CT / 917-975-8356