Financial Empowerment

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

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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

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Diversification can offer a great remedy for the volatility of stock markets

Click the image below to view the video: Decoding Diversification

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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

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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

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650.434.2177

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