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2019 FIVE STAR WEALTH MANAGER

These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, sorting out your estate and succession planning or picking the right life insurance, finding the right wealth manager or team who suits your needs can be a daunting task. In fact, many people have a hard time figuring out where to even begin.

Back to Back Women's Choice Award Winner

For the second year in a row, Benjamain Wong is the recipient of the Women’s Choice Award for providing exemplary financial services to women!

TIPS FOR AVOIDING COMMON HOLIDAY CYBERSCAMS

For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To help you avoid becoming a victim of holiday cybercrime, here are some of the top scams to watch out for—and tips for avoiding them.

THE TOOLS WE USE TO SERVE YOU ON YOUR TIME

What does it mean to serve you on your time? We believe it means being there for you, with the information you need, whenever you need it. It also means providing you with flexible solutions for the different situations you may face. We accomplish this with two powerful software tools that are available to all of our clients, and we’d like to share a little insight on them with you.

ARE YOU AND YOUR PARTNER ON THE SAME FINANCIAL PAGE?

Consider for a moment how the finances are handled in your relationship. It’s pretty common in relationships for only one partner to handle the finances. Maybe it falls to one partner because they are the primary income provider or perhaps it is perceived one partner is uninterested. When it comes to planning for your financial future, are both parties agreeing on the plan, or are you even discussing it? What if the unthinkable happens and through fate or choice your partner is gone…what will your financial future look like if you aren’t part of the financial discussion?

WHO PLANS FOR THE PLANNERS?

As financial advisors we are always looking at ways to help our clients plan for what might be coming down the road. We love doing this and enjoy the challenge of helping each unique client find financial solutions that work for their unique situation. While we strive to always focus on our clients, from time to time it is important to work on the plans for ourselves as advisors and our firm. It not only helps everyone in our workplace, but also helps our clients in the end.

WHERE WILL YOU LIVE IN RETIREMENT?

As they prepare to retire, many retirees will dream of relocating to a new home sometime during their retirement. Whether it is just to get away from the rat race, find a better climate, or be closer to family, it is very common for retirees to want to get away!

HAVE YOU SET A RETIREMENT BUDGET?

One of the first questions one should ask when beginning their retirement plan journey is “What kind of retirement do I want?”. The amount of your regular retirement paycheck will help determine that, but how do you know what to plan or dream for unless you consider all the factors that could impact your retirement.

MEET OUR NEW DIRECTOR OF OPERATIONS!

We are excited to announce that Shabina Rafiq has been promoted to the Director of Operations position on our Executive Team at Viewpoint Financial. In honor of the occasion we wanted to share a little bit about Shabina and what she brings to her new role. 

HOW WILL YOU FILL THE DAYS IN YOUR RETIREMENT?

Retirement planning can be a very complex journey. There are a lot of financial decisions that must be made, like planning a retirement budget, understanding your Social Security benefits, and finding time to do it all! One thing some people fail to think about, however, is what will they do with their time during retirement…