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.
Does Your Financial Plan Still Fit?
Six Areas of Financial Planning
The Importance of Having a Financial Plan
The Value of Financial Planning
Make Financial Planning a Family Matter
The Basics of Investing
Time to Check Your Retirement To-Do List?
Financial Planning Document Checklist
Financial Planning Services Commitment
September 3, 2024
You’ll continually have to make investment decisions that will be greatly influenced by your tolerance for risk. Let your financial professional help you assess your risk tolerance and see how it fits into the big picture for retirement planning.
August 20, 2024
Saving for retirement is essential for your long-term security, but what will you do if there is an unpredicted expense due to an accident, illness, job loss, or other crisis? By creating an emergency fund, you establish a safety net that you can use in several ways.
August 6, 2024
Life has a way of changing from year to year, often requiring you to update your financial plans. An annual meeting with your financial professional can help ensure your plans continue to address your needs, even if your life hasn’t dramatically changed in the past 12 months.
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: 