Author Topic: Simple Question - Big Impact  (Read 1154 times)

Offline hcwaustria

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Simple Question - Big Impact
« on: June 21, 2018, 03:06:22 PM »
If you would not wake up tomorrow, what kind of a financial mess would you leave behind for your loved ones?
 
This is always a difficult question to ask anyone, even after 20 years of having been a Financial Planner, but the gratitude I have received over the years for having asked this question made it worthwhile every time.
 
No matter what kind of financial shape you are in at this moment, as a CERTIFIED FINANCIAL PLANNER™ professional, I help my clients to fill in the financial gaps with insurances, wills & estate planning reviews, education funding, and investment planning so that no mess is being left behind for your loved ones. 

If you are concerned about any area of your financial picture, or simply would like to have a second opinion, please feel free to reach out to me directly at 917-415-3915 or at hwinkler@claraphi.com.
I have been a resident of Jackson Heights since 2010 with an office in the Financial District but take weekly appointments in Jackson Heights.

Thank you,

Hans-Christian Winkler, CFP®
CERTIFIED FINANCIAL PLANNER(TM)
Investment Advisory services provided through Claraphi Advisory Network, LLC