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Do Your Friends & Family Need Financial Guidance? We Are Here to Help

Do Your Friends & Family Need Financial Guidance? We Are Here to Help

November 14, 2022

One of the biggest “secrets” to achieving financial success is working with a financial advisor. Although it is common for people to think that financial advisors are only for wealthy people, in reality, advisors work with a broad range of clients, creating a path toward financial success by helping you avoid common financial mistakes. 

As a current client, you know firsthand how nerve-wracking it can be to take the first step in hiring a financial advisor. But you also know the multitude of benefits that can come from a strong client-advisor relationship; less stress, improved financial security, and increased confidence in your future are just a few.

Given today’s market volatility and historic inflation, it is essential to have a trusted advisor to work with and plan for a brighter future. There is just too much going on to do everything yourself. At Wellstone Wealth Management, you can always count on us to guide you through life’s toughest financial challenges.

Do your friends, family, and coworkers have this kind of financial guidance?

When a Financial Advisor Can Help

Even if your friends or family feel confident in their finances, they may not realize the common mistakes they are making or the investment opportunities they are missing out on. A financial advisor can look at every piece of your finances and help you understand the larger picture of how to achieve true financial security.

A financial advisor can help you navigate common life events, like:

  • Significant changes to income
  • Marriage or divorce
  • Buying or selling a house
  • Having a child
  • Planning for higher education
  • Severe disability or illness
  • Passing of a spouse
  • Transition to retirement
  • Questions about investments
  • Questions about insurance
  • Questions about tax-management strategies
  • Legacy planning for heirs

Choose Your Advisor Carefully

It is never too late to hire an advisor, and no matter what season of life you are in, you can reap the benefits an advisor provides. That being said, hiring the right advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you are hiring before signing on the dotted line.

The CFP® certification is commonly regarded as the industry gold standard, but CFA®, Chartered Investment Counselor (CIC), and Chartered Financial Consultant® (ChFC®) are also highly sought-after designations.

Do You Know Someone We Can Help?

At Wellstone Wealth Management, we strive to provide honest and accurate financial advice without all the stress and anxiety that comes with the process. Our mission is to help clients plan their finances around their lives, instead of the other way around, resulting in fulfillment, confidence, and a meaningful life. Through caring, trusted long-term relationships and life-centered financial behavioral counseling, we want our clients to live the best life possible with the money they have. We are proud to say that many of our clients are referrals from other clients!

If you know someone who would benefit from a collaborative advisor-client relationship, please send them our way! Consider sharing this article with them, and if they are interested in partnering with us, they can schedule a complimentary appointment by calling 503-594-1210 or emailing to get started.

About Greg

Greg Allen is a CERTIFIED FINANCIAL PLANNER™ professional, Life-Centered Financial Planner, Managing Member, and second-generation owner of Wellstone Wealth Management, a life-centered financial planning firm that takes a unique Return on Life (ROL) approach to help their clients live the best life possible with the money they have. With over 20 years of experience, Greg holds fast to his mission of helping clients plan their finances around their lives, instead of the other way around, resulting in fulfillment, confidence, and a meaningful life. Greg also provides a caring, trusted long-term relationship and life-centered financial behavioral counseling. He specializes in working with people who have recently retired or are close to it (typically five years or less) and relates well to corporate executives and upper-management couples who often have complicated financial pictures and need help maximizing their wealth, reducing their taxes, and preparing for retirement so they can maintain their ideal lifestyle. 

When he is not helping his clients find meaning and purpose, you can find Greg spending time with his friends and family, especially his wife, Sandy, children, and grandchildren. As a native Oregonian, Greg loves the outdoors, visiting the Oregon Coast, and retreating to their family cabin in the mountains. He enjoys staying involved with his church, reading, watching sports, and anything to do with exercise and wellness. To learn more about Greg, connect with him on LinkedIn.

Information provided herein is provided by Wellstone Wealth Management, LLC. This information is for general informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Information was compiled from third-party sources believed to be reliable and accurate but cannot be guaranteed. Investment advisory services are offered through Oswego Wealth Advisors, Inc., an SEC Registered Investment Advisor. Neither Wellstone Wealth Management, LLC nor Oswego Wealth Advisors, Inc render any legal, accounting, or tax advice. All investments involve risk, are not guaranteed, and may lose value. We recommend that all investors consult with a qualified adviser to assess your personal situation before implementing any strategy.

Please remember to contact your advisor when your financial circumstances or objectives change. Your advisor may recommend adjustments to your financial planning and investment strategies to better suit your current situation.