Your Story, Your Goals, Your Plan
- November 16, 2021
The first step of the process is figuring out how long of a run you want to go on. Or, in other words, how big or small of a plan you’ll need to build. Your plan can come in a variety of sizes. Think of your goals and dreams as the mile markers along the way.
Just like having the right shoes to train for a long-distance race, you need the right set of tools to get a financial plan up and running. How big or small of a plan do you need? This is where an Oppenheimer financial professional can offer some valuable coaching.
Running the 26.2 miles of a marathon isn’t hard. It’s the hundreds of training miles spanned out over many months that is. When was the last time you planned and prepared for something? Was it your first home purchase? How about deciding which college your children would attend? Perhaps it was something as simple as your last vacation or even grocery shopping.
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.