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

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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Annual Credit Check-Up

Be proactive with an annual credit check-up. Investors can be targets for scammers, fraudsters, and identity thieves. Protect yourself by reviewing your credit reports at least once a year and immediately reporting any suspicious activity or unfamiliar accounts.

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Painless Ways to Add to Your Rainy Day Fund

Every family should have a rainy day fund to protect itself against unpleasant surprises. It’s important to know how much to put away and how to painlessly add to your fund.

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