How a Financial Advisor Can Help You
Are You Ready to Build Long-Term Wealth?
The primary goal of financial planning is building long-term financial wealth. But what does this mean? Long-term wealth is financial security.
Financial security provides peace of mind, so you aren't worried about having enough to cover your expenses. Being financially secure means that you have enough savings to cover emergencies and a plan in place for your future financial goals.
Achieving financial security allows you to stress less so you can focus on more important things in life. If you’ve ever wondered what working with a financial advisor can do for you, opt-in to How a Financial Advisor Can Help You and find out!
Meet Phillip Isan, The Facilitator of How a Financial Advisor Can Help You
Phillip and his team at PinPoint Planning and Strategic Consulting deliver advanced solutions for CPAs and Attorneys to utilize with their top clients.
CPAs and legal professionals can utilize this collaborative Team-Based Model with Family Office style support and resources to deliver a better outcome and experience for the client compared to the alternatives while retaining full control of the relationship. This instantly elevates the CPA and Legal professional from most trusted advisor to most relevant advisor.
Phillip and his team have a process that ensures attention to detail during consultation, design, implementation review and reporting of advanced market solutions and strategies.
Disciplines include but are not limited to:
• Generational Wealth Management
• Business Advisory
• Tax Planning & Expense Reduction
• Asset Protection & Preservation
• Executive Compensation Plans & Buy Sell Agreements
• Risk Management | Insurance | Captive Programs
• Premium Financed Life Insurance | Private Placement Life Insurance
• Legal
• Transition, Exit and Legacy Planning
• …and more!
Created by:
Phillip Isan
Start Saving for Your Future TODAY!
Too many people make the mistake of putting off saving for retirement. As a result, over 60% of Americans aren’t prepared, many of whom say they’ll never retire.
Planning for your financial future is about more than how you will spend your golden years. If you’re planning to have a family, want to purchase a home, or pay off large debts, you need to have a plan! Debt doesn’t just disappear, retirement money won’t just drop in your lap, and you can’t expect good samaritans to pay your living expenses if you’re unexpectedly laid off.
It’s never too soon to start saving. Your future depends on how much wealth you accumulate now. Learn how a financial advisor can help you secure long-term wealth during my educational email series.
Opt-in Now to Learn More!