Let’s dispel the taboo around finance and build confidence!
Seeing the sense of relief and calm come across a client’s face after reviewing their financial position and having the confidence to say, “Take a deep breath, relax, you are going to be fine” is a real joy and why I have chosen this career.
Sadly, over time, an invisible social or personal barrier has emerged that makes open discussion about personal or business finances feel taboo. We tend to move in silence regarding our finances, time passing us by, stress and anxiety building, left with constant questions like;
• “Will I have enough money to retire?”
• "Why do I feel so far behind financially? Am I the only one?"
• “Is this strategy on Instagram/Facebook real?”
• "I still have questions about what I can do with this life insurance policy! Who can explain this to me in plain English?
• “I just left my CPA’s office and I am not 100% sure what AGI is?”
I am dedicated to building a lasting relationship with my clients in order to break down these invisible barriers we place on ourselves, removing the anxiety by creating a high level of financial confidence.
The purpose of our client experience is to create a lasting relationship built on trust and clarity. By taking complex financial components and boiling them down to plain English we create a safe forum for you to ask ANY question – without judgment! We work with you to discover what your goals are, how you've done so far, and most importantly, why is this important to you. Together we work to align your daily financial decisions with your goals and build confidence in your financial plan so you can take that deep breath and relax.
I look forward to connecting, dispelling the taboo and learning more about your story. Please email me at eloy.x.acosta@westpacwealth.com.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 8917654.1 Exp. 05/28