Study Shows Financial Health Ranks High on Charlotteans' "Thankful" List

Charlotte, NC, November 26, 2014 --(PR.com)-- With Thanksgiving around the corner, local financial advisory firm, Hobart Financial Group, commissioned a survey amongst adults in Charlotte and the surrounding counties to understand what they were giving the most thanks for this season. In the study, it was found that Charlotteans were most grateful for their health (72%), having enough money to pay the bills (34%) and their community of faith (32%).[1] Retired respondents were thankful for their health, their community of faith and the financial security for the future.

With more than one-third of Charlotteans citing “having enough money to pay the bills” and close to one-quarter citing “financial security for the future,” financial health was clearly top of mind for many Charlotteans. To help Charlotteans remain in good financial health so that they are thankful in 2015 as well, Hobart Financial Group is providing a quiz, available here, to help them gauge their risk of asset protection and financial/estate planning problems in the future so that adjustments can be made quickly if they are at risk.

“So that individuals have financial peace of mind, we encourage individuals to set goals and budgets, and monitor financial performance regularly and early,” states Chris Hobart, owner and senior wealth advisor at Hobart Financial Group. “The quiz we provide helps individuals know if they are at risk. I hope they are not but the scary thing is that they may simply not be aware of what causes risk. The local community is important to me and I want to help Charlotteans protect their financial health as much as possible.”

For more information on planning for your retirement call 704.553.0123.

About Hobart Financial Group
Hobart Financial Group is an independent financial advisory firm dedicated to personalizing service with uncompromising integrity. Its focus on comprehensive, tax-advantaged plans help to provide sound preservation of capital, growing income and increased returns with reduced risk. Chris Hobart, founder of Hobart Financial Group, understands that true wealth means being able to share your life with the people you love, free from financial anxiety. Hobart Financial helps Carolinas’ retirees preserve and protect their wealth with comprehensive financial retirement planning and wealth management.

[1] Survey conducted by a third party; November 2014; Sample size: 151. Question asked: Other than your family and friends, what are you most thankful for this year?