Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It’s more about setting financial goals and learning to use financial strategies that will help you meet your objectives.
Our goal as financial planners is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a road map to reach your goals and make wise decisions to help improve your financial situation.
The process in which we follow when providing a total financial plan consists of:
Gather and analyze as much data as possible to develop a clear understanding of your current financial situation.
Based on your stated goals, risk tolerance and time horizon, we'll deliver a customized financial plan addressing your current needs while positioning you on a path toward your longer term objectives
Periodically review your plan, consult with you to make appropriate adjustments, and assist you in keeping your plan on track.
Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA
. Some advisory services also offered through Rockdale Financial Services, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Contact Guy Paredes, Registered Representative, at (732) 673-0029.