A Bit of Everything, Startup Business

How to Finance Your Dreams

This blog post was sponsored by Benedetti, Gucer and Associates (BGA).

At some point during Kindergarten or first grade, the teacher likely sat you down and asked you to conjure up images of your ideal life. He or she probably encouraged you to reach into the corners of your imagination and devise a picture of your perfect life scenario. Did you live in a big house on a farm or did you inhabit a small bungalow on a beach? Did you imagine yourself lovingly surrounded by children or were you a nomadic soul with only a suitcase to rely on for some semblance of personal responsibility? Everyone dreams differently, and rarely do those goals ever truly take the shape we envisioned they would when we were back in grade school. In fact, our grade school dreams probably had more to do with becoming a ninja Jedi master, or a ballerina princess who lived in a beautiful crystal castle, than escaping the hustle and bustle of a demanding job just to relax beachfront with an umbrella drink in hand. However, no matter how your dreams have evolved over the years, it is important to be in tune with the desires you have for the future and to acknowledge and recognize the steps you need to make them become a reality. If you wait too long to take action, you may never get the opportunity to realize those aspirations.

 

Dreaming is the easy part. Taking control of your money and your financial state is one of the most important and essential steps to help you obtain your goals later in life. One of the most efficient ways to take control of your financial future is to sit down with a trusted financial advisor and discuss your retirement and investment options. A financial advisor can help you strike a an effective balance between paying off existing debt and investing for your future. They can help you maximize returns on your hard-earned investments, and they can help you identify more tax efficient ways to save.

 

Since everyone dreams of a different future, there is no one-size-fits-all solution for investing, which is why is it wise to seek the guidance and expertise of someone who can customize a plan of action to fit your goals, timeline, and lifestyle.

Plan Your Financial Future
The financial planners of Benedetti, Gucer and Associates can help you reach your financial goals by mapping out an actionable path to make your retirement dreams a reality.

The wealth management firm of Benedetti, Gucer and Associates (BGA) has an untarnished reputation of delivering sound financial advice to its clients while simultaneously upholding the highest standard of personal and moral integrity. Based out of Atlanta, Georgia, BGA is staffed with accomplished financial advisors who assist clients, like you, with everything from Tax Planning to Investment Management, and rollovers to Retirement. Members of their team possess multiple designations ranging from Certified Financial Planner™ to Certified Public Accountant.

 

At the helm of the company are two well respected financial veterans, Bob Gucer and Jaime Benedetti. Jaime is a Certified Financial Planner™ and Chartered Retirement Planning Counselor® born in Colombia with a degree from the University of Dayton and Georgia State University. Bob Gucer, a native of Istanbul, Turkey, has proven his instinct and keen sensibility time and again. He is a Certified Financial Planner, Chartered Retirement Plan Counselor, and Chartered Financial Consultant®. Bob obtained a degree in finance and an MBA from the Université d’Orleans in France.

Wealth Management
Bob Gucer, Managing Principal of Benedetti, Gucer and Associates.
Source: bgawealth.com

Benedetti, Gucer and Associates sets itself apart from other financial planning and wealth management firms for several reasons, but perhaps one of the most notable is that it operates as a Registered Investment Advisor (RIA). An RIA is a fee-based fiduciary. A fiduciary is someone whose statutory duty is to prioritize their client’s interest ahead of their own, and they are mandated to disclose any conflicts of interest which might influence an individual’s decision to use their financial services. In layman’s terms, an RIA is someone held to a higher legal standard in addition to their moral ethics. Not all wealth management choose to operate as fiduciaries.

 

Do not put your dreams on hold. Grab hold of them and start making them a priority for your future. Contact Benedetti, Gucer and Associates today to see how their team can assist you with the resources and advice needed to make your dreams a reality.

 

DISCLOSURES

The views expressed represent the opinions of Benedetti, Gucer & Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.

Additional information, including management fees and expenses, is provided on Benedetti, Gucer & Associates’ Form ADV Part 2, which is available upon request.

The use of the term “RIA” does not imply a certain level of skill or training.

The Five Star program is the largest and most widely published wealth manager award program in North America. The research process for the Five Star Wealth Manager firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

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