The Socialite’s Guide to Cultivating Your Financial Well-Being

Strong muscles are ideal for long-term physical health. A knowledgeable wealth manager can help you build strong financial muscles for a healthy retirement.

Hey loves, I wanted to take this opportunity to share some important info with you all. Yes, fabulous events and food and cocktails are super important. But being financially fit is super important, too.

Children eat what their parents provide. They exercise because they have recess at school or because they are playing a game with their friends. Most kids do not make conscious decisions based on their well-being (I know I didn’t). They do not play basketball on the playground because it will help their cardiovascular fitness and they do not eat blueberries because they are antioxidant-rich.

They eventually outgrow childhood and enter the hallways of high school where they may become acutely more aware of their physical capacity. It is at this stage in life two proverbial factions form. The first moves on to become more self-aware and self-conscious, cultivating a life which embraces healthy eating, regular exercise, and annual wellness visits to the doctor. The other maintains the status quo. They take things as they come and give little mind to the consequences of their actions, be it fast food, a sedentary lifestyle, or years between doctor visits. At some point, the lifestyle of the later will catch up to them. I’m definitely the latter *hangs head in shame*, but I’ve been working on undoing a lot of the consequences I’ve experienced.

For those youngsters who grew up and neglected their wellness, they may be shocked to find they have high blood pressure in their thirties. A few lucky ones may slip the grasp of health issues until their forties or even fifties only to be met head on with a myriad of health-related complications. However, the individuals who choose to take care of themselves and those who nurtured their health are more likely to experience a longer, fuller life in comparison to their counterparts. It is easy to see that if you are not diligent about your habits, your well-being is sure to fall victim at some point.

Similar to physical fitness, wealth management takes endurance and dedication if you are to be successful.

The same applies to your finances. If you are careless with your finances, giving them little to no attention, you are more likely to fall victim to a plethora of undesirable situations. Perhaps you amass debt, you earn a poor credit score, you have money sitting stagnant when it has the potential to accumulate, or even worse, you lose the ability to retire. The earlier you take the reins of your financial situation, the easier it is to plot a desirable course and navigate into the future.

Similar to how you can prevent illness, combat disease, and treat injuries by visiting a doctor regularly; you can also take preventative and proactive steps to nurture your finances. So what has been holding you back from taking control of your wealth and its future? Maybe it is not knowing the next step, or maybe it is fear of the unknown.

With the help of a good Financial Planner, you can map out the steps necessary to reach your long term goals. This not only increases the chances of you getting there, but also brings the peace of mind associated with knowing where you stand. You no longer have to wonder and worry about whether you will be able to retire one day. When you enlist the help of a trusted and capable financial advisor and Wealth Management Firm, you can sleep easy knowing your money is being properly managed, and that you are receiving sound financial advice.

One such firm is Benedetti, Gucer & Associates (BGA). BGA is a Wealth Management Firm based out of Atlanta, Georgia and they have an entire team of experts who will assist you with everything from Investment Management to Tax Planning, and from Retirement to rollovers. Their broad range of experience and their team approach also means that your relationship will have the continuity that cannot be provided by a single individual. BGA specializes in individual wealth management, as well as corporate retirement plans for businesses (401(k), Profit Sharing Plans, Cash Balance Plans, etc.) They take pride in their ability to approach their clients with honesty and integrity, and they will do the same for you if you choose to place your trust in them. The financial advisors at BGA will guide you through investment options to help you protect and maximize your wealth, and guide you down a path of financial well being.

Source: BGAwealth.com

BGA is a Registered Investment Advisor (RIA) and as such, operates as a fee-based fiduciary. A fiduciary is a person who has a legal obligation to prioritize the client’s interest ahead of his or her own, and also to disclose any conflicts of interest that might influence an individual’s decision to use their services. Not all financial advisors are held to these same standards. An RIA is bound by the principles of the Investment Advisers Act of 1940. BGA utilizes a fee-based compensation structure in order to align the interests of the client and the advisor. This means that as a client’s account grows, the advisor makes more money; if a client account goes down, the advisor makes less. This arrangement gives the advisor incentive to safely and appropriately manage their client’s assets. It is also foundational to trust between the firm and their clients.

If you are interested in reviewing your financial situation, I totally recommend that you reach out to Benedetti, Gucer & Associates and get more info about strengthening your financial future. Being financially fit and fab is always in style.

DISCLOSURES

The views expressed represent the opinions of Benedetti, Gucer & Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.

Additional information, including management fees and expenses, is provided on Benedetti, Gucer & Associates’ Form ADV Part 2, which is available upon request.

This post is sponsored by Benedetti, Gucer & Associates.

 

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