At Probity Advisors, Inc.®, we understand that having the right tools and resources at your fingertips is an important part of making smart financial decisions today, tomorrow and in the future.
Our Annual Planning Guide is designed to empower you with resources and tools that will help you remain an informed participant in your financial future. This guide is not intended to be a substitute for a financial advisor or regular, in-person meetings and communication with your advisors, but rather, we hope you will use this guide to initiate and steer discussions with advisors and family members.
In the guide, we cover essential topics for forming a solid financial plan for the year, including the following:
• Financial planning
• Preparing for retirement
• Developing a budget
• Understanding Required Minimum Distribution
• Sustaining family wealth
• Raising financially smart kids
To view and print the 2018 Annual Planning Guide, please fill out the form below: