Wealth Management and Preservation Strategies
Experienced Wealth and Investment Management Advice
Setting and achieving financial goals is a lifelong process. Your wealth will be part of your legacy so it needs proper attention. But effective management of your wealth can be complex and time consuming, and it is easy to miss key opportunities, changes, or pitfalls in financial markets, tax law, estate planning, etc. Partnering with an experienced Wealth management professional is crucial to ensuring the preservation of your wealth to enable you to enjoy your lifestyle choices and pass your wealth to future generations.
Our dreams, aspirations and priorities are the reasons why we work hard all our lives. This is why it is important to have a comprehensive wealth management strategy in place to help you connect your financial life with the rest of your life's priorities and goals.
Wealth Management Strategies to Meet Your Needs
Wealth management can mean different things to different people at different stages of their life. For some people, wealth management means financial freedom and independence in retirement. For others, it means starting their own business or sending their children to the colleges of their choice. So it is important to find a wealth management professional you can trust who understands that the strategies for managing and preserving wealth are as unique and different as each client's lifestyle and dreams.
When planning for something as important as your financial future, it's crucial to seek professional guidance from a reliable source that you can trust. As a CERTIFIED FINANCIAL PLANNERTM professional, Shawn has the freedom to offer non-biased financial strategies that work best for each of his clients.
Wealth Preservation for Challenging Times
If you are already living your dreams, Shawn will make sure that you are well protected from the unexpected and that wealth preservation strategies are in place to ensure the continuity of your assets and estate. Whether you are at the stage of creating a retirement savings plan, planning to maintain your retirement income or leaving a legacy to your grandchildren, Shawn understands that the more wealth you accumulate, the more options, obstacles and challenges you face. He takes great pride in being able to offer a broad range of strategies to his clients in order to accumulate and preserve their wealth.
Our Approach to Wealth Management
To ensure we understand your needs and provide tailored solutions to fit your lifestyle, we use a structured process:
Discovery
Before we get down to evaluating your current financial status, we will talk about the things that you value most. In many cases, this includes discussing your feelings, worries, as well as your life dreams so we can provide wealth management strategies to pursue your goals.Planning
Based on what we discuss in the discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. I will consider the financial implications for each goal we discuss and construct the framework for a plan that supports them.Strategies
One of the benefits of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, Shawn will recommend specific wealth management and preservation strategies to establish a workable plan to help you pursue each of your goals. This is where we implement your customized plan.Monitoring
It seems that when you make a financial plan, life happens and events large or small change everything. The monitoring stage incorporates tracking systems to help you stay on course. Together we'll plan for the unexpected, anticipate change, and adjust as necessary.
Located in Folsom, CA, Shawn has more than 25 years experience as a financial advisor providing wealth management and preservation strategies to individuals and families across the Sacramento Valley and Bay area, including the communities of Sacramento, Folsom, Granite Bay, El Dorado Hills, Cameron Park, Shingle Springs, Placerville, Rancho Murieta, Gold River, Fair Oaks, Orangevale, Carmichael, Citrus Heights, Roseville, Rocklin, Meadow Vista, Lincoln, Loomis, Auburn, San Francisco, San Jose, Campbell, Cupertino, Santa Clara, Sunnyvale, Mountain View, Stanford, Palo Alto, Los Altos Hills, Menlo Park, and San Carlos.
To learn more about our Wealth Management and Preservation services, and to visit us at our Folsom office, contact us today at (800) 450-1029.