Whether you are getting into your 50’s, or have just graduated from college, it is always a good time to seek out a financial advisor to help develop your monetary goals in the Glendale area of Los Angeles County. By taking the time to use the advice of a financial planner s, you can get yourself and your family setup on a trajectory to success over the long term. If you want to take advantage of a highly reputable and established service provider in the local area, then you should make one of your first phone calls be to San Fernando Wealth Advisors today. Our company’s advisors have a 13+ year track record of success in both bear and bull market conditions, and we know how to setup our clients for long term success. All of our advisors are highly trained, certified, and licensed to work on the full range of investment vehicles available to consumers, and you will be thoroughly impressed with the quality of our team’s work.
One of the biggest areas that we find clients are surprised by for long-term planning is taking into account medical expenses. Most people incorrectly believe that Medicare will take care of 100% of their expenses in retirement. Unfortunately, the data shows that this is simply not true. Most Americans can expect to spend a minimum of $5-$600 a month in medical expenses after they retire. These costs come from copays, medicines, and other items like hearing aids that just are not covered, or not covered fully depending on the individual’s ability to carry supplemental insurance. Once you get on a fixed income is not the time to have to start generating money, so we find that this is one of the areas that we can help you make the biggest difference in your quality of life in your retired years. We will also sit down with you to make a short and long term plan for your financial success. Whether its college tuition planning or jus t making sure that you will live a comfortable lifestyle, you can count on our team to be the easiest to work with and most flexible in tailoring your financial plans.
We love to leverage our team’s past experience when it comes to setting you up for success We do not believe in ‘cookie cutter’ solutions; however, so our advisors will always tailor our recommendations for you based on your individual needs. This has been one of the keys to our success over the past 12 years, and you will not be disappointed. Please give us a call today to setup a free financial consultation. We look forward to serving you today.
In used to be that the only people in the United States who would make use of a certified financial planner were the wealthy.