Expertise Beyond the Numbers

The Importance of Comprehensive Financial Planning [Podcast]

In the following podcast, Andrew Thompson, a Director with SC&H Group’s Personal Financial Planning practice, provides insights into the importance and benefits of embracing comprehensive financial planning.

In today’s economic climate, retirement planning is increasingly important—and difficult. Compared to prior generations, most modern workers will live longer, change jobs more often, and face more student debt, all without earning a pension.

What can you do?

As many workers have found, the key is comprehensive financial planning, which focuses on developing a strategy that incorporates your near-term needs and long-term goals.

Ultimately, by working with an advisor that takes the time to understand all aspects of your financial life, including your resources, priorities, and objectives, you can create a plan that helps you realize long-term financial security.

To discuss how SC&H’s Personal Financial Planning team can help you develop a comprehensive financial strategy that incorporates your needs and goals, contact Andrew here.

Securities offered through Triad Advisors, Inc. Member FINRA, SIPC. Investment Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors, Inc. are unaffiliated entities.