In an ever-changing society that grows more complex every day, we are all confronted with constant pressures. We must deal with issues related to our careers, families, government, and even our own self-improvement.
Often at the top of our list of concerns are financial matters that range from daily living expenses to retirement. With the coming of the New Year, once again, our financial well-being may be challenged with things we cannot control, such as new laws, government actions, tax changes, stock market shifts, and conflicting media reports on what’s going on. It’s no wonder people are often confused to the point of just not dealing with it and hoping everything will work out for them in the end.
Not a good idea. People just don’t know what they don’t know. Particularly, when it comes to their financial condition now and into the future, they need to sift through everything and periodically review, re-evaluate and adjust their plans, as needed to stay on track. My job is not to sell them something, but to help them make prudent, informed, effective decisions about building their wealth and managing their assets.
A personal advisor should guide the financial planning process to help define what is most important to an individual client and, then, design and implement the plans necessary to secure those goals, regardless of economic and socio-economic conditions. Working with other professionals, such as accountants, estate planners, attorneys, business consultants, a financial planning advisor can help devise plans to take into account savings, expenses, investments, insurance, planned giving, and other factors that should be considered by an individual now and into the future.
In California, I offer a free, no-obligation counseling session to determine whether a financial review or comprehensive plan is indicated. Interested parties may call 818-626-9498 or e-mail email@example.com or visit our website at www.ronaldbernheim.com.
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About the author: About Ronald Bernheim, the owner of Financial Freedom Wealth Management Services, in Chatsworth, CA. He offers a free, no-obligation counseling session to determine whether a financial review or comprehensive plan is indicated. Interested parties may call (818) 626-9498 or e-mail firstname.lastname@example.org or visit the website at www.ronaldbernheim.com.
Disclosure: All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Florida, Washington