Financial Planning is the process of developing strategies to help you manage your financial affairs so you can build wealth, enjoy life and achieve a sense of security. In many ways, this is a process driven by your life. Getting to know you is the most important step in developing a successful financial plan for you. That’s why we consider our first meeting to be a fact-finding mission. Our goal is to find out…
What motivates you?
What are your goals?
What do you worry about?
Once we understand the answers to these questions we can develop personalized strategies to meet your goals.
Strategies, Designed with a Holistic Approach
Many individuals take a piecemeal approach to financial planning; they only engage in planning when major life events occur and then only respond to areas immediately affected by those events.
At CWS, we take a holistic approach by taking a proactive and comprehensive view to planning. We aim to uncover gaps in your financial picture so we can take preventive measures along with uncovering financial planning opportunities.
The only way to discern such gaps and find financial planning opportunities is to look at a your entire financial picture all at once. Thus, we focus on several different areas of planning, which include:
College Funding Strategies
Wealth Protection Planning
Maximizing Employee Benefits
Implementation, Guided by Your Advisor
A plan is only as good as its proper follow-through; CWS will assure that you implement your plan in a timely and effective manner. You will not be alone in this process, as we will be there to guide you.
Financial planning is also something that cannot be done once in lifetime and put away. A good financial plan must be reviewed and revised periodically to take into account life and goal changes as well as changes in laws, taxes and capital market conditions.
For more resources, tools and information about taking charge of your future, visit my MyConfidentFuture.com.
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.