Be Financially Responsible in Your 30s
July 16, 2024
Once you reach your 30s, you realize the full weight of adulthood. Now’s the time to make smart moves to address your financial responsibilities to your family and your future.
Welcome To Our Resource Center
At Bienestar Financial Advisors we believe relationships are earned. Providing information, financial tools, and advice are fundamental to earning your business. We’ve put together a library of financial information that we believe you’ll find helpful in your financial and investment planning journey.
Financial Planning
Does Your Financial Plan Still Fit?
Six Areas of Financial Planning
The Importance of Having a Financial Plan
The Value of Financial Planning
Investment Resources
Make Financial Planning a Family Matter
The Basics of Investing
Time to Check Your Retirement To-Do List?
Application / Forms
Financial Planning Document Checklist
Financial Planning Services Commitment
Bienestar Insights
Stay on Top of Your Credit
July 3, 2024
Your credit report reflects your creditworthiness, so it makes sense for you to review and correct it yearly. Be on the lookout for unknown addresses, suspicious activity, and unfamiliar accounts.
Have a Plan in Place to Protect Your Wealth in a Down Market
June 5, 2024
Markets are volatile. Preparing for an uncertain stock market should be part of your long-term retirement plan.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PAHO/WHO Federal Credit Union and Bienestar Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bienestar Financial Advisors and may also be employees of PAHO/WHO Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PAHO/WHO Federal Credit Union or Bienestar Financial Advisors. The Bienestar Financial Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered. Securities and insurance offered through LPL or its affiliates are:
PAHO/WHO Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck: 