Advanced Financial Needs

This client would benefit from receiving education from a Financial Coach that has 1st hand & extensive experience in such things as:
  • Selecting a Financial Advisor or Certified Planner
  • Better Understanding Investment Statements or Strategies
  • Knowing What Questions to Ask Your Advisor (Annually)
  • Better Understanding Your Personalized Financial Plan
  • Retirement Readiness Checklist/Education
  • Retirement Drawdown Theories/Education
  • Education on Do-It-Yourself versus Advisor (Pros/Cons)
  • Retirement Software Basics (Free Tools/Resources)
  • Better Understanding Your Investment Fees
  • Knowing What to Expect from Your Financial Advisor
  • Portfolio/Diversification Education
  • US Treasury Bonds – Notes/T-Bills (Fixed Income Education)
  • Importance of Building a Financial Team
  • Lead Your Financial Team thru Strengthening Your Education
  • Financial Protection Education
  • Simply Getting a Second Opinion on ANY OF THE ABOVE!

***Note: We are not registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations. Our services are for Educational purposes only & should NOT be construed as personal advice. 

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Contact Us Today!

856-336-8772
csmith@personalfinancepartner.com

Note: We are not licensed registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations. Our services are for Educational purposes only & should NOT be construed as personal advice.

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