Since 2004, Dean Vagnozzi has been advising his clients on the various ways to build wealth effectively and efficiently. Dean Vagnozzi founded A Better Method for Financial Planning after reading books on investing and realizing that wealth-building can be done in a few ways.
A Better Method for Financial Planning assists others who want to maximize their investment potential while reducing risk and increasing liquidity.
Liquidity refers to the ability of an investor to gain access to convert their investments into cash. As a person approaches retirement, liquidity is an advantage because being able to quickly access cash in case of an emergency is convenient. By helping clients with creating a portfolio that allows them to access cash quickly, the adviser might make recommendations like investing through a brokerage fund as opposed to buying property because cash is easy to access because it is more liquid. Mutual funds also offer investors more liquidity because they can easily be converted to cash.
A Better Method for Financial Planning assists others who want to maximize their investment potential while reducing risk and increasing liquidity.
Liquidity refers to the ability of an investor to gain access to convert their investments into cash. As a person approaches retirement, liquidity is an advantage because being able to quickly access cash in case of an emergency is convenient. By helping clients with creating a portfolio that allows them to access cash quickly, the adviser might make recommendations like investing through a brokerage fund as opposed to buying property because cash is easy to access because it is more liquid. Mutual funds also offer investors more liquidity because they can easily be converted to cash.
