Planning for your family’s financial future requires input from more than one advisor. It takes a team of specialists to lay out the strongest strategy, balance your needs and deliver the trust you need to form a lasting relationship.
Understanding the different roles in your financial team helps you make the most of your valuable time. Here is a list of specific areas and the team members best suited to manage your needs.
Personal Finances: Having a firm grip on your finances, allows you to meet short-term and long-term financial goals and objectives. Whether you are planning on buying a second home, growing your business or purchasing a new car, your Wealth Advisor will manage your banking needs, and facilitate your relationships across Popular.
Investments Management: Designing an investments strategy aligned to your priorities and profile, is one of the services your Financial Consultant provides. He/she helps you navigate the market’s ups and downs, to help you stay the course towards your goals, preventing you from making uninformed emotional decisions.
Financial Planning: Having a financial plan provides us with multiple benefits, including establishing a road map to reach our goals, identifying opportunities and mistakes and preparing for unexpected events, resulting in increased confidence and peace of mind. Your Financial Planner can help you not only on estate planning matters, but also to prepare for other important goals such as dependents’ education, business succession or retirement. He/she equips you with a plan and identifies the adequate solutions in support of your needs. Your Financial Planner works in collaboration with your team of advisors to implement the recommendations and help you achieve desired results.
Risk Management: Have you considered how your family would handle financial needs should you suffer an untimely death or disability? Your Insurance Broker can help you assess existing and potential risks, quantify insurance needs and identify insurance solutions to protect your family’s future.
We firmly believe that developing and maintaining the right financial habits is necessary in reaching your goals. Take full advantage of your team and contact them today!
Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.