The financial implications of divorce are very real. At our workshop we talk about starting with the end in mind. Creating meaningful goals and using all of your resources (time, money, and effort) to reach them.
I work closely with clients to manage their wealth efficiently.
This means managing various investment portfolios of stocks and bonds, real estate, or business ownership interests.
I believe that investment success comes by being a patient, long term investor, committed to both diversification and discipline to achieve both asset growth, and asset protection. I manage client assets as a fiduciary and am affiliated with Private Portfolios, Inc. regulated by the SEC.
Below are a few concepts that I really feel help you to understand my financial planning process. Enjoy!
Mark Flowers, CFP®, CFDA™
Financial Planner / Wealth Manager
Second Saturday Leader
The financial planning process starts with goal setting
Click the image below to view the video: Once upon a goal
One you've set those goals, it's important to stay the course
Click the image below to view the video: Acres of Diamonds
Diversification can offer a great remedy for the volatility of stock markets
Click the image below to view the video: Decoding Diversification
The Fed plays an important role in how domestic markets are perceived
Click the image below to view the video: The Fed and How it Got That Way
Our economy expands and contracts all the time. Prudent investing takes the business cycle into account when asset allocating.
Click the image below to view the video: The Business Cycle