YOUR MONEY'S

ESSENTIALS

ACCUMULATE & GROW WEALTH

 

PRESERVE & PROTECT WEALTH

 

DISTRIBUTE IT  TAX EFFICIENTLY
 

WHAT'S IMPORTANT ABOUT MONEY TO YOU?

This should be the fundamental question leading our financial conversations. Have you ever asked yourself this question? Do you know the answer? If you do that’s great. If you don’t, no worries we will figure it out together. Examples of typical responses:

  • I don’t want to become a burden on my kids

  • I don’t want to outlive my money

  • I want my family/children/spouse to be secure

  • I want to leave a legacy/be significant/gain influence

Values Based Financial Planning is about discovering and fulfilling what’s important about money to you.

Now, What's More Important Than Money To You?

 

Less commonly asked but equally important to your Values Based Financial Plan. Examples of typical responses:

  • My health

  • My family/friends/relationship

  • My travels

 

What is in common to all these? It is that you need to do them yourself. You can’t delegate the participation in your relationships, health, or travels, to anyone else.

Now ask yourself this: Out of 168 hours a week, how many hours would you like to dedicate to the more important than money, while delegating your financials to me?

Values Based PlanningTibi Zohar
00:00 / 01:46
 

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Tibi Zohar

Values Based Planning

Internationally experienced financial professional with a wholistic method named Values Based Planning.

Specialist in creative retirement plans providing a predictable lifetime income with a tax-saving approach.

 

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment adviser. Member FINRA/SIPC. Custom Financial Planning and IFG are not affiliated.
 
Licensed to sell securities in the following states: CA, ID, TX & WA.
 
The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
 
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