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2022-10 Do Your Friends or Family Need Our Guidance_

Do Your Friends or Family Need Our Guidance?

By Wealth Management Solutions 

As a high-income earner, you understand the importance of working with a financial advisor to proactively plan for your financial future. Our approach is “Our Planning; Your Future,” which means that everything we do is taking your goals and needs into account. 

Do you have friends or family members that would also benefit from this comprehensive, unique approach? Read on to learn more about how we can advise them as they move through their financial journey.

When a Financial Advisor Can Provide Assistance

Even if your friends or family feel confident in their finances, they may not realize the common mistakes they’re making or the investment opportunities they’re missing out on. A financial advisor can look at every piece of your finances and guide you to understand the larger picture of how to pursue true financial confidence.

A financial advisor can partner with you to navigate common life events, like:

  • Significant changes to income
  • Financial planning for marriage or divorce
  • Considering the financial strategies when determining whether to buy or sell a house
  • Having a child
  • Planning for higher education
  • Severe disability or illness
  • Passing of a spouse
  • Transition to retirement
  • Questions about investments
  • Questions about insurance
  • Questions about tax-management strategies
  • Legacy planning for heirs

Choose Your Advisor Carefully

It’s never too late to hire an advisor, and no matter what season of life you’re in, you can reap the benefits an advisor provides. That being said, hiring the right advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you’re hiring before signing on the dotted line.

Our team holds the Certified Private Wealth Advisor® and Accredited Investment Fiduciary® designations, signifying our strong understanding of the due diligence and best practices that enable us to carry out our responsibilities and commitment to put our clients first. In addition, our process is comprehensive and unique in the way we integrate all disciplines from various angles to approach the needs of the client.

We’re Here to Guide

We’re here to guide you and anyone you refer to our office to a successful, well-managed financial future. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. 

We believe the best way to accomplish your goals is to partner with a valued professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to assist you as you live your life to the fullest.

The truth is, we love working with clients like you. Do you know someone similar to you who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to guide them? Schedule a complimentary consultation by contacting us at (949) 475-9700 or info@wms-llc.com. We’d be happy to get them started with a no-obligation conversation about their financial goals. 

About Wealth Management Solutions

The story of origin: Wealth Management Solutions was created in 2003, following the personal family tragedies felt by both partners of the firm. First, Richard Riva, the founding partner, lost his father unexpectedly and before any legacy planning was done that could have extended his family’s legacy beyond the fourth generation. Secondly, Martin Lombrano lost his father before plans and strategies were designed to protect his family’s wealth and legacy. Our partners and team members all share similar experiences due to a lack of planning for their families and are committed to our clients not experiencing the loss of their legacies due to a lack of planning. This is why we say: Our Planning; Your Future. 

All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual. 


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