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Grant Matossian, CPA, CFP
Grant Matossian, CPA, CFP
CERTIFIED FINANCIAL PLANNER® Professional

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Personal Wealth and Finance

Getting down to the essentials of your financial goals

September 1, 2024

An advisor will work to help you achieve an investment plan. You must anticipate change and reflect on your specific financial goals and objectives while considering your level of investment risk tolerance.

Your plan should be flexible enough to anticipate life’s many fluctuations. Financial circumstances and responsibilities change over time, such as career or income changes, the birth and education of your children or grandchildren, major purchases such as a home, retirement, and other life events, such as a disability or need for long-term care.

We’ll help you create a plan that is just right for you. You can enjoy peace of mind knowing you have a strategic plan that gives you the confidence that all your financial resources are working together toward your long-term financial goals.

Your goals and dreams are as individual as you are. Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build a plan that is specific to your particular circumstances. A customized plan can help you manage risk and bring your goals within achievable reach.

We can help you devise a plan that addresses objectives such as: investment and retirement planning; minimizing income and estate taxes; assessing your life and disability insurance, will- and estate-planning needs.

A comprehensive personalized needs analysis that reflects your changing life needs is specific to your life. That is why we’ll support you with a personalized analysis that will help you make wise financial decisions designed to meet your long-term and short-term goals.

Source: Adviceon ®

 

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