In a world dominated by the news of how the market did (or didn’t) perform on any given day, it is easy to lose sight of the forest through the trees. For most of our clients, investing is a means to an end, the culmination of a lifetime of saving to achieve a personal or familial goal.
It’s our job to help our clients define those goals in greater detail including timing and financial specificity as well.
Financial planning is the necessary, yet often overlooked, blocking and tackling of one’s holistic financial well-being. It is during these conversations and problem-solving sessions that we can dive deeper into our client’s wants and needs and where we accomplish some of our most customizable and creative work.
Jaime Quiros is a certified financial planner, certified divorce financial analyst, and Senior Portfolio Manager at FBB Capital Partners. FBB is a Fee-Only Wealth Management Firm that assists clients with financial planning, investment management, and retirement planning. Portfolio management is one of the most important factors in securing your financial future. Reach out to us today to get started.
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FBB is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note Limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. FBB does not serve as an attorney, accountant, or insurance agent. FBB does not prepare legal documents or tax returns, nor does it sell insurance products.
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. FBB Capital Partners assumes no liability for transactional messages sent through this system.