This blog was created to bring the world of Wealth Management to life! Many people are unaware of the vast possibilities within the financial world, and it is those possibilities that this blog is designed to bring to the forefront of your mind.
This blog will explore many different areas of the Wealth Management universe. Let's begin by defining "WEalth Management" as a term. The editors amongst you will think that I made a typo in the previous sentence, but I didn't. It's my opinion that it's more than just a coincidence that the word wealth starts with "WE". Wealth Management is a more than just the latest catch phrase in an industry full of catch phrases. It's a process; a process of developing an overall plan of action for a person's financial life, which in most cases ties directly into their non financial life as well. The "we" in Wealth Management is there because the process is a hands on one. A financial planner along with the client will forge a path along which the client can travel towards the inevitable destination of reaching their goals.
Financial strategies are as unique as your individual goals. Therefore, it is important to look at your needs holistically. By bringing together a myriad of financial services under one roof, your Wealth Manager can improve your chances of staying on course and achieving your financial goals. The Wealth Manager you partner with should be able to offer their clients integrated and coordinated services in the following areas:
- Wealth Management (investment portfolio management)
- Financial Planning
- Accounting and Taxes
- Risk Management
Wechter Financial Services, Inc. can make a difference for you. We view our association with you as a partnership. We consider your lifestyle, attitudes and levels of acceptable risk. We look at the needs of your loved ones - home and health, education and retirement, and more - to customize a plan that works for your family.
Wechter Financial Services, Inc. offers a broad range of financial services for individuals and businesses. With objective-based planning, we listen to your specific needs and individual goals, then in turn, offer a range of options to insure that your destination, as well as the journey, are as comfortable and secure as possible. You can reach me at Wechter Financial Services, Inc. by either going to our web site, www.wechterfinancial.com or calling me at (973) 605-1448 and just ask for Mike.
This BLOG will be used to convey very important information about financial planning and the state of the markets. I will publish 3 articles a month on various topics of interest. Please check back here often for updates to these articles and other postings.
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