Tibi Zohar - Custom Financial Planning

SO WHAT IS FINANCIAL PLANNING?

"If you don't know where you are going, all roads will lead you there, but when you get there, how would you know you arived?" - Alice In Wonderland

A financial plan is a door to door roadmap aimed to provide you with peace of mind, and help you fulfill your personal values. None of us would move into a building that hasn't been pre-planned before being built, just as we wouldn't set out on a journey with absolutely no purpose or destination.

I will help you figure out what your destinations are, and prepare a clear written strategy charting your way door to door. Once we know the time it would take to get there you can elect to set out on your own or invite me to join your journey as your personal guide.


Tibi Zohar is an Investment Adviser Representative, licensed for securities and insurance in California. Securities and Investment Advisory Services Offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN 55164, (800) 800-2000

Monday, September 8, 2008


Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN 55164, (800) 800-2000