Accomplish Your Financial Goals Through Comprehensive Plannning
Jerry Strayve, Jr. is a fee-based financial planner with Stalwart Financial Inc./New England Securities. Here, he explains how he helps his clients understand how to meet their financial goals and plan for the future:
"When I work with clients, I usually do very comprehensive, holistic financial planning focusing on estate planning, retirement planning, investment planning and, if needed, business succession planning.
"Not only do I make recommendations within my financial plans, but I may also coordinate with the client’s other advisors, such as a CPA or an Estate Planning Attorney, to help make sure that the client’s plan gets implemented.
"Most of the time, my clients have done some level of financial planning in the past. This can take the form of working with an investment or insurance professional, CPA or attorney. However, usually this planning has been done at different times, with different advisors and with different goals and objectives in mind, sometimes resulting in a lack of coordination among the various plans.
"My team acts as the coordinator that pull all of this piecemeal planning together so that the client not only understands what he or she has done, but also how it fits within his or her current goals and objectives.
"If you are interested in speaking with me further, please let me know, and I can have my team contact you to find a time to introduce you to my work so we can identify together how it might leverage any of your existing planning to date.
"Please note that I never charge a client to sit down and discuss his or her situation. In fact, I usually will have 2-3 meetings with a client before we decide to end up working together. This way, we both can understand what value there is in establishing a relationship before any money changes hands."
Contact:
Jerry Strayve, Jr.
Financial Planner
Registered Representative
New England Securities
Stalwart Financial, Inc.
2020 Camino del Rio North, Suite 400
San Diego, CA 92108
Tel. (619) 299-2990 ext 6217
Fee-based financial planning offered through financial planners of New England Securities Corp., a registered investment advisor. CD200606615 E11/30/2007