Creating a Financial Planning Process
- November 10, 2021
Throughout the various stages of life, we manage our finances by balancing today’s needs with an understanding there will be others, both large and small, along the way. At times, the significance and complexity of some of the issues raised can paralyze even the most experienced investor. Sometimes the answers are not simple; however, there may be opportunities that we as investors can take toward answering the financial questions that matter to us.
Oppenheimer Asset Management’s financial planning process is designed to examine and help answer those complicated questions affecting your financial life. Our process takes a holistic approach to assess your individual needs. This method will help guide you through an examination of financial objectives in an effort to uncover opportunities and identify obstacles affecting your ability to reach those goals.
This process will help create a personalized financial plan that will clarify and add structure to your financial life. Perhaps, more importantly, the knowledge gained will empower you to take action.
Whether you are saving for that first home purchase, growing your family, and thinking of college or planning for retirement, our process is intended to create a foundation for defining and hopefully achieving your financial objectives.
JUSTIN GELBMAN, CFP®
Title:FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS
Justin is a Managing Director – Investments in The Princeton Sharpe Group of Oppenheimer & Co. Inc. He began his career in 2005, helping serve clients’ investment needs by utilizing the vast resources of a national boutique, while maintaining a local focus. He prides himself on truly understanding the group’s clients. He has a great deal of experience working with multi-generational client families, establishing college savings plans, devising retirement strategies to not outlive their income, and working to build estate plans.