We all have dreams of financial independence, and we all have events in our lives that we want to be ready for. Whether it’s retirement, sending children going to college, or planning your estate, I’ll get to know you and your specific financial goals, and we’ll create a plan to help you reach those goals.
We’ll start with a thorough conversation about your current financial situation. From there we’ll lay out strategic changes in your financial management and the effect they will have on your financial future. For some that will mean an emphasis on budgeting and eliminating debt, and for others, investment accounts for college funding and retirement may be right. Although there are guidelines for financial management, there is not a “formula” that is right for every situation. Together we’ll discuss what’s best for you.
Regardless of your situation, the time to start is now! The greatest gains in any investment strategy are achieved over time, but it’s never too late to start. Call me at 360-943-9592 or email lantz@beretsfinancial.com for a no-cost consultation. Together we’ll look at your financial situation, and together we’ll develop a strategy to achieve your financial goals.
Berets Financial Services LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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