InVestra is thrilled to announce the addition of Natalie Barkley, Certified Financial Planner (CFP®) to grow our team. She will serve as a Paraplanner to our Wealth Managers, a move made possible by the continued trust and support of our valued clients and the flourishing community of Jacksonville. Our dedication to providing unparalleled value to our clients stands as a testament to our commitment.
At InVestra, we know that a well-crafted financial plan is a cornerstone of financial success. With the addition of a new Financial Planner, we are further equipped to empower our clients with comprehensive, tailored financial plans that align with their unique goals and aspirations.
Financial Planning plays a vital role in the world of wealth management, offering a holistic approach that extends beyond traditional investment management. By considering various financial aspects, such as retirement planning, tax planning, estate planning, and risk management, our Financial Plans help our clients navigate their financial journeys with clarity and confidence.
A personalized financial plan endows individuals and their families with the ability to make well-informed decisions, attain their financial objectives, and safeguard their financial future. Whether it involves mapping out retirement, financing a child’s education, or preserving wealth, a financial plan serves as a strategic instrument for optimizing financial well-being.
Additionally, in our quest to elevate your financial future, we understand the importance of holistic risk management just as much as wealth accumulation. As they say, it’s not only about what you make but also about what you keep. Everyone has insurance on assets such as automobiles, boats, homes, and rentals. However, it’s worth noting that most clients have not fully optimized these packages to ensure proper coverage and the most efficient pricing. We recognize that the process of shopping for insurance policies and considering a move to a new carrier may seem time-consuming and cumbersome.
As your trusted Wealth Management team, we see an opportunity to save you time, provide you with enhanced coverage options, and potentially save you money by championing the optimization of your personal lines insurance package. This approach not only strengthens our client-advisor relationship but also opens up a new avenue of value for you. It’s a win-win scenario that doesn’t require as much effort as you might think.
Read her biography Here.
We look forward to introducing you to our new Paraplanner/CFP and continuing this journey of enhancing your financial future together. or additional information or to arrange a consultation, please do not hesitate to reach out to our administrative department via the contact details provided below.
About InVestra:
InVestra is a leading Private Wealth Management firm dedicated to helping individuals and families achieve their financial goals and aspirations. With a team of experienced professionals, we provide comprehensive wealth management services, including investment management, retirement planning, estate planning, and financial planning.
For inquiries, please contact our administrative department: Admin@InVestra.com