The Shakiba Report: Why you need a financial planner in 2019
From saving money to spending and planning for retirement
HOUSTON – Saving money or spending less is a popular resolution for the New Year and working with a financial planner can help you obtain that goal.
Trevor Shakiba, a private wealth Advisor with Ameriprise Financial, explains why anyone can benefit from financial planning, not just the wealthy.
"It's really the other way around, because those folks that are financially independent, they started somewhere and it's the little things," Shakiba said.
The process can be overwhelming, but with the help of a certified financial planner, it doesn't have to be.
Shakiba recommends being specific with your financial goals.
Are you trying to eliminate debt or save for college or retirement?
Share that information with your advisor up-front and be prepared to bring in financial statements, investment portfolios and other documents to help your advisor understand your current situation.
Your advisor will then come up with a comprehensive plan of action to help you reach your long-term goals.
The Shakiba Group is offering a free one-hour consultation for Houston Life viewers during the month of January.
For more information, call 281-724-9917 or visit www.theshakibagroup.com.
This article is sponsored by The Shakiba Group.
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