CLAREMONT, CALIFORNIA – February 25, 2019 – Henry Ford, Senior Advisor and Principal of LifeSteps Financial, a Registered Investment Adviser (RIA) firm located in Claremont, California predicts the 2019 New Normal: Volatility and Financial Wellness. While seemingly a dichotomy, Mr. Ford believes that financial planning can bridge the ‘new normal’. Volatility and Financial Wellness can live harmoniously, when financial planners keep a close eye on investments and understand the risk tolerance of client and clients understand that investments are part of a long-term strategy.
“The last quarter of 2018 was a reminder that the financial markets are unpredictable. There is never a ‘sure thing’. Yet, looking at the long term, short term volatility is less important” Henry Ford commented. What is important is having and following a strategy and confirming that all accounts and documentation are in place. “A properly executed financial plan includes every aspect of a person’s life, much more than assembling assets. If done correctly, a financial plan encompasses identifying risk tolerance, reflects personal goals and objectives, confirms legacy wishes and ensures that assets are properly identified. It requires the collaboration of multiple advisors – attorney, CPA, etc. And, life changes. So, reviewing and revisiting life’s changes every year is important” he said.
Mr. Ford works with individuals – employed and retired, families and business owners to help them plan for their financial future. He recently joined the Board of Directors of Mt. San Antonio Gardens in Claremont, California, a nationally recognized life care community, to provide insight into the financial markets. “We’re living in the new normal. The economy is growing. Yet, challenges cause volatility. It’s my job to try to make sense of them and navigate the choppy waters” he concluded. LifeSteps Financial provides a monthly Briefing and Market Update. To subscribe: http://lifestepsfinancial.com/briefing-sign-up/.
About LifeSteps Financial
LifeSteps Financial is an independent Registered Investment Adviser (RIA) located in Claremont, California. The firm provides integrated financial planning, financial asset and investment management and family office services to individuals & multi-generational families, business owners & entrepreneurs and professionals & executives throughout Southern California and the United States. In addition, the firm provides innovative solutions for employee retirement plans to privately-held businesses. Known for their proprietary processes that ensure attention to detail, client communication and professional coordination, LifeSteps Financial works with clients interested in preserving wealth, planning for and living a desired lifestyle and establishing a legacy for future generations. For more information, contact LifeSteps Financial at (909) 267-3770 or visit LifeStepsFinancial.com.
Media Contact: Kathleen McEntee | Kathleen McEntee & Associates, Ltd. | p: (760) 262-4080