JW Financial Advisors helps families and small business owners through a process that aligns their dreams and goals with practical reality. We help identify your life goals, translate them into financial goals, create a financial plan to meet those goals, and help you stay on track until your goals are accomplished.
When choosing a financial planner, you may find contradictory advice from commission-driven salespeople who call themselves "financial advisors, " and an overwhelming number of investment choices. It makes sense to get independent guidance from a local Santa Rosa firm that is required, by law, to put your interests first.
When choosing a financial planner, you may find contradictory advice from commission-driven salespeople who call themselves "financial advisors, " and an overwhelming number of investment choices. It makes sense to get independent guidance from a local Santa Rosa firm that is required, by law, to put your interests first.
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John Kamola is a CERTIFIED FINANCIAL PLANNER Certificant and founder of JW Financial Advisors LLC, a Registered Investment Advisory firm located in Santa Rosa, California. John is well prepared for his role, having obtained his MBA degree in Finance from Wayne State University.
If your interests include investing in stocks, bonds, exchange traded funds (ETFs), mutual funds, commodities, or real estate, John Kamola and JW Financial are qualified to assist you.What is a Registered Investment Advisory firm? As a member, by law we don't sell investment products. We're not obligated to any third-party investment company.
If your interests include investing in stocks, bonds, exchange traded funds (ETFs), mutual funds, commodities, or real estate, John Kamola and JW Financial are qualified to assist you.What is a Registered Investment Advisory firm? As a member, by law we don't sell investment products. We're not obligated to any third-party investment company.
These are the kinds of questions below that we help clients answer to begin creating a Financial Plan. JW Financial Advisors can help you arrive at the right answers for you. Your life goals, your dreams, and the things you would like to have if there were no limits. Those goals then become the basis of a financial plan.
How can you choose an honest financial advisor, someone you know you can trust to help you meet your goals? Before you begin working with someone, these questions will help you make sure that they are qualified and that your best interest will unquestionably be top priority. The term "financial planner" is used by many financial professionals who aren't necessarily qualified to advise you.
A financial goal is a goal that requires both a certain amount of money, and a certain amount of time for its accomplishment. Think about those things in life that are most important to you. Some examples are: a wedding for your daughter, an addition to your home, replacing your car next year, college for your son, starting a new business, and, later in life, living expenses in retirement, travel, and healthcare.
One of the main advantages of a retirement plan at work is that the contributions are taken out of your paycheck before you receive it. That way, you are not tempted to spend your intended savings. The money has already been saved for you. Then, forget about it. This will make it easier to keep from thinking about these funds as an emergency source of funds.
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