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As Seen in Kiplinger
The devil’s in the details. That’s a lesson learned the hard way by many investors who thought their financial planner had dotted every I and crossed every T, only to find their nest egg wasn’t adequate to achieve their goals. Perhaps it wasn’t protected from inflation or avoidable taxes, making it unable to provide an income that could be depended on throughout retirement.
“Unless someone is coordinating your investment strategy with your tax, risk management and estate plans, important details can slip through the cracks,” says Tatyana Bunich, president and founder of Financial 1 Wealth Management Group, an independent Registered Representative in Columbia, Maryland.
Bunich formed Financial 1 to fill the need for comprehensive and carefully orchestrated financial planning. In addition to Bunich’s wealth management services, the Financial 1 family of companies offer risk management (insurance), tax planning, estate planning, real estate sales and assessment and legal services in the highly specialized field of Elder Law.
“Our number one goal has always been to make a difference in our clients’ lives. We continually educate you about all your options and help find the resources you need.” explains Bunich.
For help designing the financial plan that right for you, contact Financial 1 Wealth Management Group today at 410-908-9283 or visit them online at https://financial1wmg.com
Financial 1 Wealth Management Group
8850 Columbia 100 Parkway, Suite 403
Columbia, MD 21045
Financial Service Directory member