If you save in a 401(k) or IRA, congratulations! You’re taking a great step toward financial success and well being — and potentially making use of tax advantages through these accounts, or picking up free money in the form of employer contributions. There’s no doubt that contributing to these retirement plans is a must if…
Eric C. Jansen, ChFC®
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After many years working for a large national financial services firm where I provided comprehensive wealth management services to high net worth clients, I realized something was broken in the financial advice industry. And I wanted to fix it.
In the past, you worked, you saved, you retired -- and, in that world, providing a linear financial planning solution for that straightforward path was sufficient. When I founded Finivi, I did so because I knew that wasn’t the world we lived in anymore.
Today, the definition of work-life balance is being redefined, experiences are more important than things, meaningful work is more significant than greater opportunities, and the sharing economy is just beginning to change the social and economic landscape on a global scale.
Even with so much change, one thing remained the same, the desire for unbiased financial advice, just not delivered in a binder, nor always face to face, but on-demand, personalized guidance that focused more on financial freedom now, than at some distant point in the future, we used to call retirement.
Our Advice-On-Demand monthly subscription service provides clients ongoing access to a team of financial planners, investment advisors, and tech-savvy team members who help guide them to living there best life, by not only making smarter financial choices but also learning to use the latest technology to save both time and money.
As the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.
In this new era of digital transformation, we keep our clients informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital currencies and tokens are probably here to stay, and, moreover, may be the future of money.
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Recent Articles by Eric:
5 Steps to Being a Better Investor
Do you feel knowledgeable about where you invest your money and how you do it? You might be a good investor right now — but what could your portfolio look like if you were even better? If you want to take your financial performance and ability to grow wealth to the next level, take a…
Is Retirement Dead?
Is retirement dead? It’s a scary question, especially if you’re currently working hard with hopes of kicking back, relaxing, and enjoying spending your time anywhere but an office one day. But we think the answer is yes, traditional retirement is going away – even if it hasn’t died out completely quite yet. Before you start…
Are You Making These 5 Retirement Planning Mistakes?
Planning for retirement, but worried you’re missing something? There’s so much to think about when it comes to planning out a secure financial future even after you stop earning an income from your job — and there are a lot of moving parts to coordinate and organize. It’s easy for things to slip through the…
Is a Roth IRA or Traditional IRA Better for You?
The debate is a long-standing one: Is a Roth or a traditional IRA a better tool to save for retirement? The debate doesn’t end the older you get. In fact, as workers approach retirement age, it’s perhaps even more important than any other time that they look closely at the relative benefits and disadvantages of…
Planning For Retirement Doesn’t End When You Retire
Most people think that planning for retirement ends on their last day at work. But in reality, all of the planning you did up until that point—figuring out when you want to retire, how much you need to save each year, when to claim Social Security—is only the first phase of retirement preparation. On the day you…
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