When it comes to choosing a financial advisor, it can feel like a daunting task. You’ve worked for years to build wealth and you are now looking for someone that understands your long-term financial goals and will support you for the foreseeable future. You are looking for someone that you can trust to make financial decisions with your best intentions in mind at all times.
As you approach retirement, the relationship between you and your financial advisor can be one of the most important relationships that you build. An effective financial advisor can help alleviate the stresses of retirement through careful planning.
What may surprise you is that financial advisors are looking for the same thing from their clients. They are looking to create long-lasting relationships with clients built on a foundation of mutual trust. By understanding each clients’ goals, they are able to provide a variety of carefully thought-out options before creating a financial plan that is as unique as their clients.
Over the past 18+ years, we’ve seen that trust is always the most important aspect of building a successful long-term relationship with our clients. By listening to our clients, we look to earn their trust for years to come.
Set a meeting with Ian Filippini of Filippini Wealth Management, Inc. and allow us the ability to earn your trust. To schedule a meeting, send us an Email or give us a call at 805.969.6200.
To learn more about Filippini Wealth Management, Inc. and to connect with them, we encourage you to visit https://www.filippiniusa.com/, and/or check out their social media pages at:
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Filippini Investment Advisory is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
