Who to ask the right questions on your Popular One team

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!