Samuel Rad Best Financial Advisor in Los Angeles Financial Planning

Financial Planning

Financial Planner in Los Angeles

Goals

Financial Planning starts with identifying your personal goals, whether its retiring at age 65 or buying a new home, getting married or starting a new business, it is important to first have a clear understanding of your final destination.

Analysis

Once your goals have been clarified, the financial planner's job is to do thorough analysis on how your goals can be achieved using your personal finances. This includes weighing your liabilities and assets, considering your timeline, and assessing any dangers or pitfalls which may arise. For example, if your goal is to retire in 10 years, the financial planner would consider your retirement income and expenses, your current assets and liabilities, your savings habits, and your life expectancy in order to determine how long you will need to stretch your finances in order to have a fruitful retirement life.

In this stage you and the financial planner will work together to develop a strategy that best accomplishes your financial goal. Often there may be a few viable strategies which can deliver to your goal and therefore it’s important to discuss with your financial planner what your personal financial habits are and which strategy best suits your lifestyle needs.

Implementing

A financial plan is useless unless it’s put into action! In this phase of the financial planning process, your financial planner will help you take the precise steps into putting your plan into action. This could mean using fixed investment tools, such as savings accounts, 401k, IRA, or Real Estate, etc…in order to build a portfolio that assists you in meeting your goals. It could mean putting together a budget or a spending limit in order to manage your savings habits. Whatever it takes to make sure you are on your way to achieving your goal, this is where it all falls into place

As the economy changes and you grow, your plan will need to be revisited. A good financial planner will help you keep track of your results and check in with you to see if anything has changed in your life which may alter the plan. It’s recommended that a financial plan be revisited at least once a year in order to make sure that things are on track! If you wanted to sail from Los Angeles to Australia you would set the ship pointing towards your destination but it’s important to adjust the rudder once in a while to make sure you are still going to land at your destination. This phase of the financial planning process is as important as any other.

Developing a Strategy

Monitor and Review

Sam Rad is a Certified Financial Planner in Los Angeles and has a wide range of knowledge about personal financial issues. He has helped many people meet their financial goals through the above process. What his clients appreciate about him is that he is patient, easy to understand and always puts his clients first! Reach out to him if you have any questions.

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Contact:

13340 W. Washington Blvd.

Los Angeles, CA 90066

Email: sam@affluencer.com

Phone: 310.935.4726

Samuel Rad is a top Financial Advisor Los Angeles
Rated 4.8 /5 based on 55 reviews

Samuel Rad is a fee based financial planner in Los Angeles, California. He does not provide investment decisions on behalf of clients; instead he provides comprehensive retirement advice and solutions, without encouraging people to buy products.

 

In fact, he does not manage securities nor is he affiliated with any investment or securities firm including any firm generates management fees based on the purchase or trade of stocks, bonds, or mutual funds. He simply provides clients with unbiased, independent, objective advice on their personal financial goals.

 

The word “investments” in this website refers to real estate, and fixed investments. Sam does not hold registrations with FINRA, SEC or CA State.

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