Tag Archives: Chartered Retirement Planning Counselor

DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County

WESTLAKE VILLAGE, Calif. /ScoopCloud/ -- DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Specifically, founder Kushal Shah, CRPC(r) offers:
* Financial planning
* Retirement planning
* Estate planning
* Investment management
* Tax planning

With experience in all of these areas, he helps his clients:
* Preserve their wealth
* Eliminate debt
* Lower their taxes
* Optimize their income

Ultimately, DaVinci Capital Partners believes that if you fail to plan, you essentially plan to fail. That's especially true in the complex financial environment facing individuals and families today. Modern wealth management and savvy investment strategy require regular rebalancing, broad diversification, tax-efficient tactics, and more. Fortunately, by providing clients with a personal advisor, the firm can not only help them develop a plan - but also act on it.

In fact, DaVinci Capital Partners limits its client base so it can offer the highest possible level of customization and care.

From the very beginning, clients can expect individualized service from their personal financial advisor. It all starts with a discovery meeting, during which the advisor both gathers up the necessary information and gets to know the client's unique goals. From there, the advisor analyzes the client's current financial situation and where they want to go. This allows DaVinci Capital to tailor a customized plan.

A bespoke financial plan isn't where DaVinci Capital Partners' services stop, though. The consultant continues to actively work with the client to implement that plan. Through goal setting and progress monitoring, the advisor helps the client move in the desired direction. Consistent monitoring and regular updates are standard components of DaVinci Capital Partners' service.

Typical DaVinci Capital Partners clients have $500,000 or more in assets. The firm is actively seeking new clientele and any interested parties should inquire.

About DaVinci Capital Partners:

Inspired by Da Vinci's mathematical drawing of a person's ideal body proportions, the firm's logo represents the same concept: perfect balance. As it relates to finances, DaVinci Capital Partners believes balance requires a strategy-driven approach to create a strong portfolio and wealth plan. However, they also think experiencing this balance is an essential part of the equation. The firm strives to help clients establish a sense of balance and peace of mind around their finances by serving as their own personal CFO - managing their financial details as they live their life.

Learn more at https://davincicap.com/

DaVinci Capital Partners can be contacted at (805) 341-7104 or online via the website contact form.

Kushal A. Shah is an Investment Advisor Representative of Dynamic Wealth Advisors dba DaVinci Capital Partners. All investment advisory services are offered through Dynamic Wealth Advisors.

DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

Related link: https://davincicap.com/

Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement

WASHINGTON, D.C. /ScoopCloud/ -- In his compact new book, "Parent's Guide to Your Child's Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children" (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your children to have positive, engaging and thoughtful conversations regarding their future retirement.

"The book is designed for parents who have grown children who are in the workforce, children who should be salting away funds for their own future retirement. I did not write this for parents of toddlers, grade school kids or hormone raging teenagers," says Friedman. He writes that "My focus here is on kids that should be contributing to 401(k), 403(b) plans, IRA's and investing in real estate to build future wealth."

Friedman's new book is very deliberately interactive. After sharing with parents the three monsters potentially hiding under the beds of their one-day-to-be-retired kids that can hinder their retirement, he provides 21 conversation paths to engage parent and child in thoughtful, non-confrontational dialogue regarding the progress the adult child is making in preparing for their own future retirement.

Friedman clearly defends and weaves within the suggested conversations that parents are not inclined to fund their child's retirement. "Parents Guide to Your Child's Retirement" is a short 76-page guide designed as a parental tool to gauge if you should still be worried about your child.

Friedman can talk about:

* The 3 biggest risks - or monsters that can wreck your kid's retirement;
* The importance of understanding if your child has an entitlement mindset;
* Engaging in thoughtful conversations with grown kids to determine if they are a train-wreck waiting to happen or if they are on track for an independent future retirement;
* How the parents can help without funding their kids retirement.

To request a free copy of the book, please contact Rodger Alan Friedman using the information found below.

ABOUT THE AUTHOR:

Rodger Alan Friedman is a Chartered Retirement Planning Counselor((SM) Wealth Manager and financial advisor with 35 years' experience in the industry. Friedman is a former senior vice president-wealth management and senior investment management consultant with Morgan Stanley and has authored 3 additional books on retirement planning and working with a financial advisor.

AVAILABILITY: Washington, D.C. metro area, nationwide by arrangement and via telephone.

MEDIA CONTACT:
Rodger Alan Friedman, Steward Partners Global Advisory, 7550 Wisconsin Ave, Suite 420 Bethesda, MD 20814; by phone (240) 800-3450 or Rodger.Friedman@StewardPartners.com

Steward Partners Global Advisory LLC and The Friedman, Wong, Kafetz Group maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory LLC.

In his compact new book, "Parent's Guide to Your Child's Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children" (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your grown children to have positive, engaging and thoughtful conversations regarding their future retirement.

Related link: http://www.rodgeronretirement.com/

Chartered Retirement Planning Counselor Shares How to Avoid Living in Your Kid’s Basement When You Retire

WASHINGTON, D.C. /ScoopCloud/ -- In his compact new book, "The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life" (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning.

Friedman's new book is meant to provide the attitude change recalcitrant savers need to start saving now so they won't get caught short when their paychecks inevitably stop coming.

"There is a staggering amount of information available on preparing for retirement, so a lack of information is not the problem. Rather, it is putting that information to good use, and that is all about what you are willing to do and your mindset. This is what the book is all about," says Friedman.

"The Mindset of Retirement Success" consists of seven chapters each containing action steps. Chapters include: Retirement Issues You Will Face; Are You Willing To Do What Is Necessary?; Visualize Your Ideal Retirement; Hold Yourself Accountable; Don't Go It Alone, Assemble a Team; Set Higher Goals and Get Started Now.

In his book, Friedman writes: "Becoming aware of the potentially severe consequences if you do not make planning and investing for retirement a priority is a great first step. I doubt you would look forward to being a greeter at a big box store in your golden years. ... Most definitely, you do not want to end up in your sister's basement, or worse, your kids' basements because you failed to plan and then ran out of money. Explaining to your future granddaughter why you live in her basement is not a conversation you will eagerly anticipate. You will either have a plan for your future, or you will reluctantly be part of someone else's plans for you."

Friedman can talk about:
* Five major risks you face, as you get closer to retirement.
* The importance of paying yourself before you pay your credit card debt, bills or car loans.
* The advantages of having an accountability buddy and a team to have your back.
* Five actions to take to get started now.

The book is available at all major book sellers, including Amazon at: http://a.co/ecVzExo

About The Author:

Rodger Alan Friedman is a chartered retirement planning counselor and financial advisor with more than 30 years' experience in the industry. Friedman is a former senior vice president-wealth management and senior investment management consultant with Morgan Stanley. He is also the author of "Forging Bonds Of Steel: How to Build a Successful and Lasting Relationship with Your Financial Advisor" and "Fire Your Retirement Planner You: Concise Advice on How to Join the $100,000 Retirement Club."

Learn more at: http://www.rodgeronretirement.com/.

Praise for The Book:

"Rodger does a fabulous job pointing out that we, ultimately, are the ones who have to push ourselves to plan for our future or we only have ourselves to blame." - Mel Robbins, CNN commentator and internationally bestselling author.

"This practical book gives you a step-by-step process to help achieve financial independence and organize your life so you can enjoy your dream retirement." - Brian Tracy, bestselling author

Disclaimer: Raymond James, the book author's broker/dealer, is not affiliated with nor does it endorse the opinions of Mel Robbins or Brian Tracy.

The book is published by Rodger on Retirement Publishing, a division of Forging Bonds of Steel, LLC.

MEDIA CONTACT:
Rodger Alan Friedman
(844) 3MY-PLAN
Rodger@RodgeronRetirement.com

AVAILABILITY: Washington, D.C. metro area, nationwide by arrangement and via telephone.

*PHOTO for Media: Send2Press.com/300dpi/18-0118s2p-mrsbook-300dpi.jpg
*Photo Caption: Front cover, "The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life" by Rodger Alan Friedman.

In his compact new book, "The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life" (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning.

Related link: http://www.rodgeronretirement.com/