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

Application / Forms

Financial Planning Document Checklist

Financial Planning Services Commitment

Bienestar Insights

Be Financially Responsible in Your 30s

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.

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Stay on Top of Your Credit

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.

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Have a Plan in Place to Protect Your Wealth in a Down Market

Markets are volatile. Preparing for an uncertain stock market should be part of your long-term retirement plan.

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