Financial planning and wealth management need to be considered on a holistic level. Your plan to retire well requires a solid foundation and a clear pathway. Fresno Financial Advisors' holistic approach considers your financial mindset, strategies, methods, and progress. Building a healthy foundation is crucial in developing a custom financial plan for your needs.
We work with you to execute a personalized step-by-step blueprint. After the foundation is built, we stay with you to monitor and adjust your plan throughout your retirement. At Fresno Financial Advisors, we're fully committed to assisting you in pursuing your dreams and goals. Many retirees fear running out of money.
We work with you to execute a personalized step-by-step blueprint. After the foundation is built, we stay with you to monitor and adjust your plan throughout your retirement. At Fresno Financial Advisors, we're fully committed to assisting you in pursuing your dreams and goals. Many retirees fear running out of money.
Services
Fresno Financial Advisors is dedicated to assisting those nearing and in retirement discover the tools, plans, and services that can help them work toward their goals. Read below to meet our founder, Sean Mason, and his associates. After attending the Craig School of Business at California State University, Fresno, Sean built a successful advertising company, serving companies throughout California.
We believe a sound financial plan is the foundation to investors' success. Our team of experienced advisors works with you in clearly defining your goals, properly analyzing your current financial assets, then building an actionable long-term plan to help you toward a desirable outcome. We also work closely with your existing tax and legal counsel, working together with the common goal of supporting you.
One of our biggest fears in retirement is running out of money. But we also want and deserve to have the most quality retirement experience possible, which requires enough spendable income to meet our desires. It is essential to have a well-designed income plan with a unique balance of risk, rate of return, and tax efficiency depending on your specific situation.
If we do not earn a reasonable rate of return on our retirement savings, we can lose buying power. For this reason, we must understand that, at this point in our lives, investments should only be used to support strategies within the retirement plan. Money that will be used to supplement our retirement income in five years should be invested differently than money that will be used in 15 years.
Does life insurance even make sense in this stage of life? We believe there isn't a more efficient way to transfer wealth and plan a legacy than with life insurance. It takes pennies on the dollar to add this tax-free, death benefit to surviving spouses and loved ones. We believe life insurance is essential in each household.
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