What are 8 wealth management issues? What are 8 wealth management issues which most Americans will go through during their lifetime?
Investment Management - Overwhelmed by the sheer volume of investment information out there? You're not alone. Your Advisor will thoroughly assess your entire portfolio before helping you build a long-term investment strategy, diversify your assets, and even deal with tax implications.
Cash Flow and Debt Management - Everyone knows they should spend less than they earn, but not everyone actually does it. Work with a Sentigent Advisor to evaluate your current and future sources of income, become more efficient with your monthly budgets and set aside cash for emergencies.
Family Risk Management - A key part of financial planning is to protect your retirement savings and your ability to earn income. Sentigent advisors can provide you with the insurance products that will help protect you during unforeseen events.
Retirement Planning - Life expectancies are increasing. Pension plans are disappearing. And early retirement is always an appealing option. Get help in forming a clear vision of what you want from retirement – and a financial strategy that will help you address your goals.
Education Planning - You want to make your children's dreams come true. Your Advisor can help you calculate not only how much you'll need to save for college, but also which investment products are appropriate for your situation. You'll even be able to figure out how your savings will affect your children's financial aid eligibility, and how all of this will impact your tax situation.
Legacy and Estate Planning - A well-crafted estate plan ensures that what you want to happen will happen – even after you're gone. A Sentigent Advisor can help you avoid the tragic (yet surprisingly common) mistake of putting off estate planning until it's too late.
Business Planning - If you run a business, you probably need assistance in dealing with important issues such as employee benefits, business financial goals and risk management. Get input that helps you protect your family, your business and your future.
Special Situations - No matter how carefully you plan, unexpected financial needs will arise. A Sentigent Advisor can make sure you're well equipped to change your financial game plan without jeopardizing your long-term goals.
