Planning for your financial future can be difficult when you’re doing it alone. Between ensuring you’re making smart monetary decisions, covering your current expenses and striving to live life to the fullest, it might seem like a constant balancing act to keep moving forward.
Luckily, you can ask for help from qualified professionals. They have real-world expertise to help you reach your goals. Whether you’re just starting out and want to maximize your income or trying to retire in the coming years, an adviser can help you get your finances in order.
I’m a financial adviser with Modern Woodmen of America. I have clients nationwide, but I’m most passionate about helping residents in my community and the Bay Area.
Here are the services I offer as a financial adviser and how they can impact your life in a positive way.
Peace of Mind
The biggest advantage of partnering with a financial adviser is reducing the stress of financial insecurity.
I can help you evaluate your current financial situation and make recommendations on spending habits, investments, life insurance and other financial tools to help you reach your goals.
When you know you’re headed in the right direction, it’s easier to feel comfortable with your finances.
Working with a financial adviser can help you look at purchases and investments logically, rather than emotionally. The best part is, if you plan on buying a nice house, car or other luxury item, your adviser can help you plan to do it wisely.
A Plan for You
When you hire a professional, you don’t get a cookie-cutter plan. We’ll have aconversation so I can learn more about your dreams, aspirations and goals and we will work together to craft a plan to meet them.
If you’re working on your own or using the advice of an unlicensed person, like a friend or neighbor, you may not receive a thorough explanation of all options available to help you reach your goals. An adviser can examine your holistic financial picture and then make recommendations. Many people think financial advisers can only help with investments, but they can offer many tools, including insurance, annuities and investments. Together, these tools can help you succeed financially.
These are just a few of the many benefits of working with a financial adviser. Whether you’re close to retirement or hoping to retire early, I’d be honored to be your financial partner.
For more information on my services, please call for a preliminary consultation and to learn how we can work together to reach your financial goals.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
