Managing Wealth Across Multiple Generations

written on December 02, 2010 by Frank Fantozzi

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As parents or grandparents you focus a great deal of your time, energy and emotions on the physical and financial security of your children and grandchildren.  From providing for their everyday needs early in life to ensuring funding is available for the best possible educations, your financial confidence is inextricably tied to ensuring they are well prepared for whatever life has in store.

Yet, as children reach adulthood and begin careers of their own, they often find themselves without the guidance and resources they need to make difficult and life-impacting financial decisions: 
     Since many individuals and families in their 20s, 30s and even 40s have not yet reached their peak earning years or amassed significant wealth of their own; many financial advisors are not interested in working with them to ensure they remain on track toward achieving long-term financial goals. 
     Often, the financial resources available to young individuals and families are limited to “do-it-yourself” online calculators or transaction-based brokerage models that may not have your children’s best interests at heart. 

There is strong evidence that when sound financial habits and behaviors are developed early in life, individuals and families have a better chance of pursuing the goals they set out for themselves.  That’s why our advisors take great pride in assisting multiple generations of our clients in planning for a more secure financial future.  We welcome the opportunity to educate adult children and grandchildren on the important financial topics that will impact their futures from sound asset allocation to prudent debt management and long-term savings and investment strategies.  Increasing your financial confidence across the generations should be a goal for the entire family.

 

Frank Fantozzi

Planned Financial Services


Frank Fantozzi is a Personal Financial Specialist as well as being an LPL Investment Advisor Representative. Frank is also a CPA with a Masters in Taxation and is a Certified Divorce Financial Analyst.  Frank believes that achieving your goals and dreams does not happen by simply handing over control of your assets and your future, but in part by ensuring your unique voice is heard and your vision reflected in every decision.  This philosophy helps to shape your unique Return on LifeTM, an individually-defined measure of success that goes well beyond investment performance.  Frank can be reached at 440-740-0130.
Securities offered through LPL Financial. Member FINRA/SIPC.