Your financial plans are based on certain assumptions. One of the assumptions is that life will happen and your plan will need to update too. That’s why financial planning is a process… not a one-time event.

Following is a list of events that should be shared with your planner once they are anticipated so you can prepare and adjust accordingly. Always better to take care of it proactively rather than trying to fix-it later.

Life Events

  • Marriage / Divorce / Separation / Remarriage
  • Birth or Adoption of Child / Grandchild
  • Children go to college
  • Last child leaves home.. or returns home
  • Child marries / divorces
  • Parent marries / divorces
  • Purchase / Sell of Your Home
  • Selling or Buying Other Properties
  • Inheritance: Especially before Claiming IRA, Life Insurance or Other Assets
  • New Employer / Career Change
  • Lose Job
  • Starting a Business
  • Selling Your Business
  • Business operational concerns
  • Disability or Chronic Illness of Self or Spouse
  • Disability or Chronic Illness of Parent/Grandparent/Child/Grandchild
  • Relocation of Loved One to Assisted Care
If you don't have a plan for yourself, you'll be part of someone else's.
9026 Jefferson Hwy, Suite 103, Baton Rouge, LA 70809
(225) 412-6412 office (225) 754-9216 fax
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Jonathan R. Prestridge presently holds series 7, 63 and 65 licenses and is licensed to discuss with and/or sell financial services and/or investment products with residents of LA, TX, FL, TN. For residents of other states, proper licenses and registrations must be obtained by Jonathan before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment recommendations. Mutual funds, annuities, stocks and other securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risk including possible loss of principal.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA & SIPC. Advisory Services offered through Concourse Financial Group Advisors, Inc. (CFGS), a DBA for CFGS, a Registered Investment Advisor. Prestridge Financial Management and Jonathan R. Prestridge are both independent of CFGS.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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