Diverse life insights

Start by Making a Plan

Diverse Life Insights

Building wealth starts with making a financial plan. That means taking the time to identify your goals and game out how you can accomplish them.

“Building wealth begins with a vision and a plan,” says Peter Cassciotta, owner of Asset Management and Advisory Services of Lee County.

Hiring a financial advisor is a great way to begin making your plan for building wealth. It’s a more expensive option, particularly for those who are just starting out, but choosing an advisor who’s a certified financial planner means you’re paying for planning experience.

Shopping around for a robo-advisor that also offers access to financial advisors may be a more affordable option. Check out robos like Betterment or Ellevest, both of which provide managed investment portfolios plus the chance to talk with advisors.

Leave a Reply

Your email address will not be published. Required fields are marked *

Recent Blogs

Why is exercise so important for seniors?

Whether you were once much more physically active or have never been one to exercise regularly, now...

Fashion And Beauty

Fashion and beauty are often touted to be synonymous with women but men are equally interested in...

14 Best Places to visit in Amritsar: Location, Timing, Entry Fee

Amritsar may have been founded as recently as the 16th century by Guru Ram Das, the fourth Sikh...