The coronavirus pandemic and its far-reaching implications has wreaked havoc across the globe. Calling these uncertain times sounds like a gross understatement that doesn’t do justice to the level of stress you’re undoubtedly experiencing. And there’s no real end in sight just yet.
We understand that there’s much to worry about: schedules being turned upside down; uncertainty with our businesses or jobs; concern for our health and those of our loved ones; apprehension about the markets and the economy. But we believe there is one thing that should not be causing you to worry, and that’s your financial plan.
Reduce Your Worry With Preparation
The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve confidence giving you a financial future to look forward to.
If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to any questions you might have.
Meet With Us Virtually!
Our team at CTA Wealth Advisors is here to guide you during this stressful time. In fact, you are and always have been our number-one priority.
We would love to answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry.
Please feel free to call us anytime at 818-841-1746 or email firstname.lastname@example.org to schedule a consultation.
Trevor Cole is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, licensed life and disability insurance agent, and the Director of Compliance at CTA Wealth Advisors, Inc. a fee-only Registered Investment Advisory firm in Burbank, California. Trevor has 24 years of experience in the financial services industry and is an integral part of the CTA Wealth Advisors, Inc. team. He is passionate about helping clients create a secure plan for their future and helping them find the freedom to spend their time on what’s most important to them. Trevor has a degree in finance from California State University, Northridge, and worked in the insurance industry at both State Farm and The Prudential before joining the CTA Wealth Advisors, Inc. team. Learn more about Trevor by connecting with him on LinkedIn.