Planning for Your Future

These are indeed difficult times, but our country has been through difficult times before.  They can mean a clearing of the old and less fruitful aspects of our economy.  This particular clearing is proving to be more deep and stressful than we have had in decades, yet such clearings can also spawn new and exciting innovations.  2009 will be another rough year for the markets, but that doesn't mean your planning should come to a halt.  Stay liquid enough to maintain the support you need for you and your family, and to take advantage of the new opportunities that come - because they will.  There are always things that do well, even in a difficult market cycle.  And there are aspects of economy that will shine as we begin to pull through this recession - a recession caused by so many years of excess and denial.  In addition to certain traditionally safer asset classes, and options not tied to general market issues, I will be looking into 'green' investment opportunities for clients in the coming year.  I believe that a change in peoples choices, and changes and incentives our new President is promising, will mean that these companies will be among the first to recover as our economy turns around.  Ultimately the time will come to invest again - to grow our economy and to rebuild our wealth.  Let me know how I can help you!

As always, I am happy to be of service.

Leslie A. Morpeth, CFP, RFC                                     

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Leslie A. Morpeth, CFP, RFC has been serving clients since 1988 by offering a broad array of strategies, tactics, and tools to help clients meet their financial objectives.  In addition to traditional resources such as mutual funds and variable annuities, Leslie offers the uncommon ...asset classes that can truly diversify a client's portfolio and overall planning strategy.  Special opportunities are available to enhance value to the high net worth client and business owners as well. 

Leslie is excited to offer special programs such as Mortgage Magic, a mortgage acceleration program that can benefit nearly everyone who owns a home, and loan modification services are being offered soon.  Oil and gas offerings offer a large first year write-off and other advantages to the high net worth investor.  Owning tangible assets and properly designed real estate investments can afford benefits to larger investors as well.  Then there are tax advantaged insurance solutions and managed accounts that can serve a broad range of clients.   Of course a prospectus is required prior to investing in any securities regulated investment. 

Let us know how Leslie can help you with Planning for Your Future!  

Oh, and if you like what you see . . . don't keep us a secret.  Referrals are always appreciated!