Personal Financial Planning in Bethesda, MD
At Ferguson-Johnson Wealth Management, we’re here to help you through the entire financial planning process. Our personal financial planning process is designed to let us get to know each other. We believe the success of a financial plan is built on a foundation of trust between a client and their financial advisor. That’s why we strive to learn everything about your current financial situation, your financial goals, and even some things you may not think are relevant but can greatly influence how you make financial decisions—such as your beliefs, attitudes, and values.
Ready to get your financial affairs in order? Contact a financial advisor at Ferguson-Johnson Wealth Management today for financial advisory services in the Bethesda area.
The Value of Personal Financial Planning
For many people, money ends up causing a great deal of anxiety. Uncertainty about when or if you can achieve your goals can cause a great deal of stress in our lives. Most of us haven’t received any formal education in managing or planning personal finances and we’re left to figure it out ourselves with tips we get from friends or find on the internet.
Sometimes you stumble across the right advice for your situation and things can work out okay. Sometimes you aren’t so fortunate. The problem with trying to “wing-it” with your financial life is that the stakes are so high. Misguided investments, poorly-timed withdrawals, and a misunderstanding of the steps that need to be taken to protect your family and your future can set you back years and force unpleasant lifestyle changes to make up for mistakes.
Do I Need a Financial Advisor?
If you’re asking yourself this question, then you probably do. If you have uncertainties about your financial situation, we can help bring clarity through objective, fiduciary advice. We help align your values with your objectives and optimize your financial resources to put you in the best position to succeed.
Ready to begin your personal financial journey? Contact Ferguson-Johnson Wealth Management and we’ll help you get started.
Early Career Financial Planning in Bethesda
Financial planning isn’t just for individuals approaching retirement. Some of the most important planning you can do for your future revolves around finances, but many people ignore financial planning early in their careers. Whether you need help creating a budget, starting a retirement fund, buying a house, or starting a family, Ferguson-Johnson Wealth Management’s fiduciary advisors can give you advice that can help you plan for the future.
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Financial Planning for Retirement in Bethesda
When you get to the stage in your career where retirement is on the horizon, it can be both an exciting and a terrifying thought. How will you do all the things you want to do without working full time? How will you provide for yourself or your family? Ferguson-Johnson Wealth Management’s strategies for retirement are designed to take the stress out of retirement planning and help you make effective investments. If you’re approaching retirement in Bethesda or a nearby area, call us today!
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Financial Planning After Retirement in the Bethesda Area
Many of us think of retirement as the ultimate goal—the stage in our lives when we can finally spend our days doing the things we love. But the stress of running out of money or becoming a burden on your family can be overwhelming if you haven’t planned correctly. At Ferguson-Johnson Wealth Management, our goal is to make retirement easy on you so that you can focus on enjoying time with family and friends and checking items off your bucket list.
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Ferguson-Johnson Wealth Management for Financial Planning Services in Bethesda, MD
A personal financial plan can assist in making smart decisions about your money throughout every stage of your life. Whether you’re just starting out in your 20s or 30s, approaching retirement, or enjoying your golden years, a financial plan can guide you to ensure you’re putting yourself in the best position to realize your goals. Our compassionate and knowledgeable team of fee-only fiduciary advisors is with you every step of the way. Our personal financial advisory services don’t end with a document and a pat on the back. Your lives are constantly evolving and we’re in your corner to make sure your plan evolves with it. Our financial planning process is ongoing with frequent check-ins and reassessments to help navigate every turn your financial life takes.
If you’re ready to get started with a free consultation, give us a call at 301-670-0994.