Financial Planning for a New Decade

(Ventura, Calif.) - When it comes to financial planning, it pays to make use of knowledgeable professionals. Where and how your investment risk assets are positioned requires in-depth knowledge, experience and education.

Stephen J. Kipp of Kipp Financial Group in Ventura says finding a compatible financial planner, one who sees your vision and directs you in the best direction to achieve it, is a personal decision that should be made by taking all pertinent criteria into consideration.

"There are many advantages to working with a knowledgeable financial planner and it is important to find someone familiar with various investment solutions to build a well-diversified portfolio and help guide your financial future," Kipp says. "Most financial planners offer a complimentary consultation, which is the first step in the process of becoming better educated and defining the scope of potential engagement and compatibility."

Prior to your consultation, the planner should provide you with a questionnaire, suggest copies of financial documents and discuss your income, expenses, tax situations and financial and life goals to help create a clear, current financial picture of you. Talking openly and honestly with your financial planner also helps set reality-based expectations for both parties.

"Financial planning is not only for the wealthy, it is for everyone and will certainly change your life," Kipp says. "In an economy where workers are no longer guaranteed pensions or Social Security at age 62, taking control of our personal finances is no longer an option, it has become a necessity."

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About Kipp Financial Group

Founded in 1990, Kipp Financial Group is an ensemble practice providing custom, in-depth analysis and client-centered financial solutions tailored to meet the needs of its clients, helping them achieve their financial and lifestyle goals.

Kipp, a third generation resident of Ventura County, has more than 43 years of experience in the financial sector. He earned the professional designation of Personal Financial Planner (PFP) through the UCLA Graduate School of Management, an MBA from Cal State Northridge and a Masters in Public Administration from USC. He holds FINRA Series 7, 24 and 66 licenses, and a Life, Health and Disability license through the California Dept of Insurance (License No. 0B00507).

For more information, please visit www.kippfinancialgroup.com

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