Not All Financial Planning Services are the Same
When it comes to financial planning, a lot of people think that the only service they need is an investment firm. However, this is not the case. There are many financial planning services for high-net-worth individuals to choose from, but not all of them are the same. Some planners work with a limited number of clients, while others have a more open-ended approach. Some specialize in certain areas such as estate planning or retirement planning, while others offer a more comprehensive range of services.
The most important thing to remember is that financial planning is not just about investing. There are many other factors to consider, such insurance, and tax planning. A good financial planner can help you navigate these waters and make sure you’re on track for a bright financial future. It’s important to find a planner who can help you create a comprehensive plan that meets your specific needs. Don’t just assume that all planners are the same – do your research and find one who can help you reach your financial goals.
Check out this blog for tips on finding the right financial planner for you.
A Good Financial Planner Creates a Plan that Works for You NOW and in the FUTURE
A high-net-worth individual should seek out a financial planner who can help create a plan that works specifically for them. A planner should be able to offer sound advice on how to grow and protect wealth, as well as manage risks. They can also provide valuable insights into estate planning, investment strategies, and tax planning. By working with a qualified planner, high-net-worth individuals can feel confident they are making the most of their finances and preparing for the future.
Schedule an Appointment Salish Wealth Management Today
Many people put off looking for a financial planner until they experience a life-changing event, such as getting married, having a child, or buying a home. While these events are certainly important milestones, they shouldn’t be the only reason you seek out professional help with your finances.
The best way to get started is to schedule an appointment with one of their planners. They’ll take the time to learn about your current financial situation and talk to you about your long-term goals. Then they’ll create a plan tailored specifically for you.
About Salish Wealth Management:
We founded Salish Wealth Management to form a close-knit practice of loyal clients, supplying comprehensive financial services with a personalized, one-on-one approach. Combining disciplined investment strategies with a high-touch, customized approach, we build financial plans that help our clients pursue their goals.
We specialize in serving individuals and families, many of whom are in retirement. They’ve accumulated their wealth by long-term savings habits and strong investment strategies and seek a full-service firm and financial advisor who can supply them objective advice and keep a watchful eye over their assets so they can focus on their passions in life.
We believe clients choose us because we fulfill this need. Many of our clients tell us they know we make decisions with their needs in mind. We prioritize honest and open communication and supply them the resources they need to plan for and address every aspect of their financial life.
Salish Wealth Management
2122 Barkley Blvd Suite 200
Bellingham, WA 98226
360-594-5365
Serving Whatcom County, San Juan County, & Skagit County, WA
Disclosure
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.