ChelseaYang - SFL
- Financial Advisor
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness
- Plan ahead so you can finance your goals
- Manage your debts
- Determine your financial needs for retirement
- Prepare for your estate settlement plan
I will enjoy working with you through all of life’s changes to guide you in your financial decisions.
Financial services and products can be complex and seem to be changing every year. With my commitment to continuing education, I stay on top of my game and can provide you with pertinent, timely advice to guide you with your financial security planning.
Research shows that people who work with a financial services professional accumulate more assets over time and benefit from a more enjoyable retirement. Thus, the work of your advisor contributes to your financial well-being.
Households working with an advisor have 2.1 times the median financial assets of those without.
Investors working with a financial services professional say they are more confident and more likely to benefit from a comfortable retirement if they have been advised for more than 10 years.1
1 Jon Cockerline, PhD, New Evidence on the Value of Financial Advice, IFIC, 2012; and, The Value of Advice Report 2012, IFIC