The Entrust Experience
I was asked the other day whether women are actually different from men when it comes to how they think about investing. The answer I gave was, "Yes. Women are different." For example, while both genders want astute investment consulting and expect results when they hire a financial advisor, for women investment planning is just the beginning. Then the real conversation starts: "What can I do with my money?" is what most women want to know.
Joslyn and Mckenzie created a video to help you learn more.
I need to know what I can do with my money
Another good illustration is the dilemma faced by our client Madeleine when her daughter became pregnant. "Wow!" Madeleine thought, "My first grandchild. But I do not live in the same town so how am I going to take an active role in his/her care? I know I could be a big help to my daughter and son-in-law since they are often called away on business travel."
These thoughts soon led Madeleine to the "What can I do with my money" question. It centered on:
- Can I afford purchase a condo near my daughter?
- If I do, can I still afford to keep my current home which I do not want to give up?
- What funds should I use to accomplish all of this?
- If I withdraw substantial funds to purchase a second home, will my retirement income be reduced–just when I need a higher income to maintain two homes?
As you can see, while excellent investment results are the foundation of Madeleine's financial house, her wealth planning needs go far beyond investing. Because many of us have financial needs that go beyond investing our Entrust team partners with each client to provide holistic wealth management. Contact us today for assistance regarding your holistic wealth management needs: email@example.com
Help Entrust Grow
One way in which we plan to grow Entrust Financial LLC®
is by attracting other experienced Certified Financial Planner®
professionals to join our practice so we can expand our reach and help more investors. Please introduce us to professionals you may know who share our business values and philosophy.
Not a promise of any particular investment result; not to be considered tax or legal advice. Actual investment return and principal value of equities, bonds, and mutual funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There are risks associated with investing, including the risk of loss of principal. There is no assurance that a diversified portfolio will result in better returns than an undiversified portfolio, nor does diversification assure against market loss.