Working with a professional financial advisor can be a good idea in the modern era. A financial expert can help you avoid having to make any kind of financial choice on your own. There are many services that Eric Felsenfeld, a financial expert with more than twenty years of experience, can provide to help his clients build and protect their wealth. Eric is a senior partner at Liberty Wealth Management in Rockville, Maryland. Liberty Wealth Management is part of Ameriprise Financial Services, LLC, and Eric plans each client’s finances in a way that fits their goals and situation. You might be able to get a better handle on your money and reach your financial goals at different points in your life with his help.
Here are five ways Eric Felsenfeld can help you get rich:
1. Customized budgeting and planning
It is very important for everyone to make their own financial plans based on their goals and where they are in life, says Felsenfeld. Eric makes plans just for you, whether you want to pay off debt, save for retirement, or send your child to school. Making this happen gives you a clear path to making money.
2. Strategic Management of Investments
Eric is in charge of investments and focuses on diversification and allocating assets. He knows a lot about how markets work and how they change. He plans to find a good balance between risk and gain. This helps his clients deal with markets that change a lot and take advantage of chances for growth.
3. Ways to save money on taxes
Making tax plans is a big part of keeping your money safe. Eric Felsenfeld helps his clients spend their money in a way that will help them pay the least amount of taxes and get the most money back after taxes. Giving help with things like estate planning, giving to charity, and retirement plans to make sure that the tax effects are carefully thought through is part of this.
4. Full planning for retirement
To get ready for retirement, you need more than just savings. You need a full plan that takes into account your living goals, the amount of money you need to live, and the cost of your healthcare. Eric helps his clients make plans for their retirement that will protect their money and give them peace of mind as they get older.
5. Planning for an estate and a legacy
Take the time to plan your money so it goes where you want it to go. By making wills, trusts, and other plans, Eric Felsenfeld helps people protect their property and leave money to their children and grandkids. This shows that they care about their clients’ money in the long run.
In conclusion
When clients work with Eric Felsenfeld, they can feel sure that they can handle the difficult world of financial planning. His personalized approach and wide range of services are meant to help people and families get rich and keep it that way.
