Where do you want to be in five, ten, or thirty years? Regardless of where you’d like to go, financial planning can help bridge the gap between where you stand today and your long-term financial goals. With this in mind, we recently hosted a webinar that was focused on the basics of the financial planning process.


Watch the webinar recording now to learn…

  • How to get your financial plan started
  • The key points that every financial plan should include
  • The power of investing and why getting started early is essential
  • How to align your financial resources with your long-term financial goals

 


 

Meet the presenters:
 


 

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Adam Pawloski, CFP®
As the son of a banker and a social worker, Adam came to realize that his life’s goal is to help others reach their financial goals. Adam has been a member of the Telemus team since 2015. As a Financial Life Advisor, Adam helps his clients by providing strategy and financial guidance. He uses a holistic planning approach while working with a diverse set of clientele.

 


 

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Andrew Bass, CPA, CWM, PFS
Andrew has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term. With both his B.B.A. and M.B.A. from the University of Michigan, Andrew brings an entire career’s worth of tax and financial services experience to Telemus.

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. This commentary is a matter of opinion and is for informational purposes only. It is not intended as investment advice and does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. The statements contained herein are based solely upon the opinions of Telemus Capital, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information was obtained from third party sources, which we believe to be reliable, but not guaranteed.

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