Learn How To Make Proactive Financial Decisions | Mission Wealth Management
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Learn How To Make Proactive Financial Decisions | Mission Wealth Management
Show Transcript
sitting at home maybe watching the show today they’re unhappy with where they are right now maybe they’re unhappy with their adviser what do you say to them well I would say it’s a great step that you’re sitting here today to learn that there are options there are there are alternatives that you can find a more proactive solution a conflict free solution is is a big part of what you do helping people make changes and move forward absolutely and and we found really Mike it’s interesting but most people never take the time to really think about what they want out of life to really give themselves that strategic direction that most people need to have to make appropriate financial decisions in their life so most people that are sitting out there that might feel a sense of frustration I would encourage them to just take the time to invest in really finding out what you want and then work with a professional adviser who is conflict free who can look from a macro Focus From A proactive service type of model to come up with an appropriate solution
Wondering where to begin for your own financial wellness? Seth Streeter encourages you to take the time to figure out what you want and then find an advisor who will help you achieve your financial goals. Selecting a financial adviser is a major decision that will impact your family’s wealth and peace of mind. If you are looking to engage a professional adviser or to evaluate your current adviser, carefully consider many criteria.
Founded in 2000, Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has 21 other offices nationwide. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate planning, asset protection, philanthropic and charitable giving, tax planning, retirement planning and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
