Shiho Okuyama, FMA, CIM®, FCSI®’s Post

Why stress about financial planning when you can let a our Investment Professionals handle the calculations? Spend time doing the things yo love and enjoy the benefits of a professionally managed fund!  #FinancialPlanningMadeEasy #HMB #SamaanTreeFund #investing https://lnkd.in/gkyKKUF

Get ahead of the game with Hymans Robertson Investment Services' essential five point checklist for financial advisers! Find out what you should be asking your providers ahead of the duty. Don't miss out on this invaluable resource! Click here to find out more - #consumerduty #investment #advisers

If I introduce myself as a Personal financial advisor, The immediate reaction will be - Oh, you deal with Mutual funds & Shares There are many more options than Mutual funds & Shares depending on your situation, time period, investment amount, Returns, Understanding of Risk Products - NCD Bonds Corporate deposits Fractional Commercial real estate investment P2P Investments PMS Structured Products Alternate Investment products You may not need all the above products but among these you can use it for better returns #mutualfunds #financialplanning #growyourmoney

"Note that typically no one adviser at a large investment company actually manages the investments singlehandedly. “They will ask you a series of questions to determine your risk tolerance and put you into a predetermined asset allocation based on your goals and the level of risk you are comfortable with,” says certified financial planner Jamie Lima at Woodson Wealth Management. Think of your situation this way: Rather than a single adviser doing the losing or gaining, most likely, “the company itself lost and gained on your behalf,” says Lima." Continue reading this article here:⁠ https://lnkd.in/gazB249j Click here to schedule a meeting with us: https://lnkd.in/gZyrf99g 📲📞⁠ #finances #money #financialplanning #personalfinance⁠

5 ways financial advice can deliver benefits! The value of your investment can go down as well as up. You could get back less than you invested. Timms Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) SJP Approved: 24/05/2023 . . . #financialadvice #financialadviser #moneytoptips

What’s the value in wealth management services? A competent Wealth Manager provides comprehensive long-term strategies that cater to your unique needs, face-to-face interactions, and professional investment guidance. Book a complimentary consultation today to see how Wealth Management services can make all the difference in achieving your financial goals. Learn more 👉 https://lnkd.in/gQneMSM Schedule a Complimentary Consultation Today 👉 https://lnkd.in/gDnYvXn #WealthManager #Wealthbuilder #Wealthcoach #RetirementPlanning #FinancialAdvisor #Wealthadvisor #Assetmanagement #Investmentplanning #Sanramonca #Danvilleca #California #WealthManagement #FinancialPlanning #InvestmentAdvice #TrustedAdvisor Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

We just updated and revamped our website, come check it out see what's new! A couple of highlights: - Wealth Planning Areas - The areas of planning that we focus on with our clients. - Clients - This is who we serve and how we serve them. - FAQs - Great questions to ask us or any financial advisor. - Financial Calculator - How much do you need to retire comfortably? Let us know what else you would like to see! #financialplanning #financeandeconomy #wealthmanagement

Did you know that Raymond James is Canada's largest non-bank investment dealer? And investment management is just one piece of the puzzle? We deliver Total Wealth Solutions. Reach out to learn more and be connected with a financial advisor. #InvestmentManagement #Insurance #TrustandEstate #FinancialPlanning #CharitableGiving #TaxPlanning

Wealth management refers to the comprehensive planning, management, and oversight of an individual's or family's financial life. #factfriday #APWealth #APWealthManagement #FinancialPlanning #InvestmentGoals #Investment #FiduciaryPlanning

🌐 Choosing the right financial planner is crucial for achieving your financial goals and ensuring your wealth is managed effectively. They can save you time and stress by managing and monitoring your financial portfolio, allowing you to focus on your personal and professional life. Read more 👉 https://lnkd.in/gF-uVbRy #ExpertFinancialAdvice #WealthManagement #FinancialPlanningMonth #WealthManagement #SanRamon #Danvilleca #California #RetireWithProsperity #ProsperityFinancialGroup #RetirementPlanning #WealthManager #FinancialAdvisor #Wealthadvisor #Assetmanagement #Financialadvisor #Investmentplanning #Financialplanning Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.