Worried About Your Financial Plan? Schedule A Q&A Call Today

Worried About Your Financial Plan? Schedule A Q&A Call Today

| June 17, 2020
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The coronavirus pandemic and its far-reaching implications has wreaked havoc across the globe. Calling these uncertain times sounds like a gross understatement that doesn’t do justice to the level of stress you’re undoubtedly experiencing. And there’s no real end in sight just yet. 

There’s much to worry about: schedules being turned upside down; uncertainty with our businesses or jobs; concern for our health and that of our loved ones; apprehension about the markets and the economy. But we believe there is one thing that should not be causing you to worry, and that’s your financial plan. 

A Plan To Avoid Worry

The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings peace of mind and gives you a financial future to look forward to. 

If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help you thrive.

Meet With Us Virtually!

Our team at ClientFirst Wealth Management is here to guide you during this stressful time. In fact, you are our number-one priority right now. 

We would love to answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry. Reach out to me at (501) 603-0406 or ed@clientfirstwm.com to schedule a Q&A call today so you can cross at least one worry off your list. 

About Edward P. Mahaffy, MBA, CFP®, ChFC®

Ed founded ClientFirst Wealth Management in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a portfolio manager and branch manager with Raymond James, 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed-income portfolio manager with Stephens, Inc. 

Designated as a Certified Financial Planner and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He is also a member of the Financial Planning Association (FPA). Ed has had articles published in The Arkansas Banker as well as Barron’s magazine and is a member of the National Association of Personal Financial Advisors (NAPFA). He is also the author of How to Select a Financial Advisor: The Least You Should Know.At ClientFirst, Ed is president and senior portfolio manager. 

Disclosures

The views expressed represent the opinions of ClientFirst Wealth Management, LLC (“ClientFirst”) and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. 

Additional information, including management fees and expenses, is provided on ClientFirst’s Form ADV Part 2, which is available athttps://adviserinfo.sec.gov/firm/summary/120286.

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