With 15 years of financial background in governmental accounting and banking prior to becoming licensed in Securities, Donna Stevenson of Pacific West Financial Group has the experience and knowledge to help you with your full financial planning needs. Donna, a resident of Calaveras County for 17 years, 7 of which residing in Copperopolis, prefers the title wealth manager to that of financial planner. The difference, though slight, is that financial planning is generally tied into mortgages and real estate.
“Retirement is not what it was for our parents and grandparents. " With retirement in mind, "(I will help my clients) make decisions that are financially secure.” Specializing in pre-retirees, retirees, and business owners, Donna creates a relationship through a series of interviews. She learns about her clients’ plans for their future, be it saving for a college fund for their children or grandchildren, or desiring to invest with the purpose of living off of the interest on their investment. “I am with my client each step of the process, educating them so that they in turn can make well informed decisions.” Knowing there is a world of retirement goals as personal as each client, Donna finds the right fit “researching to make sure all the puzzle pieces are in place.”
Due diligence plays an important role in the investment services Donna offers. “I visit the home office where clients’ money is invested” making sure the investment is sound and still fits with her clients needs. Following up with clients is an important part of her service. “I like to meet regularly, reassess goals, because goals change” and then re-evaluate the path the client may want to take.
She warns gently that while investment information is easily accessed on the internet, it’s important to become informed and continue with the process, following your investments…continually. That is where a wealth manager can help. Holding security licenses allows Donna to invest and sell, keeping her on the cutting edge of the investment market.
Pacific West Financial Group is conveniently located at 100 Town Square, Copperopolis 785-4660
For more information on Donna Stevenson of Pacific West Financial Group visit PLANFORIT
No comments:
Post a Comment