June 30, 2020 | Category: Banking
Planning for your family’s financial future requires input from more than one expert. It takes a team of specialists to lay out the strongest strategy, balance your needs and deliver the trust you need to form a lasting relationship.
Understanding the different roles in your financial team helps you make the most of your valuable time. Here is a list of specific areas and the team members best suited to manage your needs.
Personal Finances: Having a firm grip on your finances, allows you to meet short-term and long-term financial goals and objectives. Whether you are planning on buying a second home, growing your business or purchasing a new car, your Private Banker will manage your banking needs, and facilitate your relationships across Popular.
Investments Management1: Designing an investments strategy aligned to your priorities and profile, is one of the services your Financial Consultant provides. They help you navigate the market’s ups and downs, to help you stay on course towards your goals, preventing you from making uninformed or emotional decisions.
Financial Planning2: Having a financial plan provides multiple benefits, including establishing a road map to reach our goals, identifying opportunities and mistakes and preparing for unexpected events, resulting in increased confidence and peace of mind. Your Financial Planner can not only assist with estate planning matters, but also help you prepare for other important goals such as dependents’ education, business succession or retirement. They equip you with a plan and identify the adequate solutions in support of your needs. Your Financial Planner works in collaboration with your team of experts to implement the recommendations and help you achieve desired results.
Risk Management3: Have you considered how your family would handle financial needs should you suffer an untimely death or disability? Your Insurance Broker can help you assess existing and potential risks, quantify insurance needs and identify insurance solutions to protect your family’s future.
We firmly believe that developing and maintaining the right financial habits is necessary to reach your goals. Take full advantage of your team and contact them today!
1Investment products and services are offered by Popular Securities LLC, "registered broker dealer," a member of FINRA and SIPC. Popular, Inc. and Banco Popular de Puerto Rico are not registered securities brokers. Popular Securities is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Securities are offered. Investment products are not insured by the FDIC, or by any other government agency, are not deposits or obligations and are not guaranteed by the Banco Popular de Puerto Rico or subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of.
2The financial plan entails a cost, which may vary according to the plan. The suggestions and recommendations included in the client's financial plan are offered as a financial orientation with no guarantee as to the performance or yields of any insurance or investment product that may be purchased according to such recommendations. Banco Popular de Puerto Rico, its subsidiaries and affiliates, are not engaged in the provision of legal, accounting, or tax advisory services. If you require legal, accounting, or tax advice services, you should consult a professional specialized in these areas.
3Insurance products and services are offered by Popular Risk Services, an insurance producer duly authorized by the Office of the Insurance Commissioner of Puerto Rico. Popular Risk Services is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Risk Services are offered. Insurance products are not insured by the FDIC, or by any other government agency, are not deposits or obligations and are not guaranteed by the Banco Popular de Puerto Rico or subsidiaries and/or affiliates. Some insurance products may lose value.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.