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Trust Steven – Developing Strategies For Wealth Management In Albuquerque

Trust Steven – Developing Strategies For Wealth Management In Albuquerque
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Author: Dolph Lundgren


What could feel more liberating than the idea of financial freedom? The fantasy is usually manifested in the ubiquitous question, What would you do if you had a million dollars? Almost always, the answer involves the freedom to do the activities one loves, to pursue a precious hobby or realize a life dream without the burden of worrying about having the money to do so. It may not require a million dollars, or it may require more, but the failure to plan to achieve ones life goals is as good as a plan to fail. Trusted Advisor Steven P. Margulin, CPA, CFP, Life Coach is a designer of freedom. A sixteen-year veteran of the wealth management industry in Albuquerque, Steven Margulin has honed his financial and life coaching skills to help his clients achieve their goals of financial liberty. With a diverse background of financial planning, accounting and life coaching, Mr. Margulin has positioned himself as not only financial advisor but as a trusted partner in identifying and realizing dreams of freedom. His strategy begins at the beginning: he helps his clients define what freedom means to them. Often times, people have a vague idea of what it means to be free, but when asked to list specifics, it becomes a more difficult task. Ask a person what he or she would do with a million dollars, and sometimes the answer does not extend further than the delightful ability to quit ones job. But what comes next? Logically, how does one know if one has succeeded in reaching a life goal if the goal was never defined in the first place? Mr. Margulin asks, and helps answer, some difficult life questions in order to determine specific, optimistic goals of freedom. Mr. Margulins team of wealth management advisors in Albuquerque then develops a strategy for achieving goals and puts it into action. This generally involves investment research, estate planning, written financial planning, tax planning, budget analysis and many other necessary activities. Does a personal, lifelong goal involve travel or pursuit of a hobby? Does a life of freedom mean having lots of time to spend with loved ones? How much money does one need in order to achieve these goals? Having been responsible for managing over $100 million worth of investments over the years, Mr. Margulin and his team are well able and eager to put a plan into action that makes the most of their clients years of work earning a living. Wealth management need not be solitary struggle or time-consuming burden. Delegate the task to experts in the business of life and financial planning. Ultimately, Mr. Margulins objective is to ensure that each of his Albuquerque clients is able to use their money to make a life, rather than using their life to make money. Contact Trusted Advisor Steven P. Margulin, CPA, CFP, Life Coach today to take the first step towards designing your own personal freedom. For more information, visit www.TrustSteven.com.About the Author:

Trust Steven founder, Steven P. Margulin is a well-known financial advisor & wealth management consultant in Albuquerque, New Mexico, who has advised well over $100 million of investments since 1993. For more information, visit www.TrustSteven.com.Article Source: - Trust Steven Developing Strategies For Wealth Management In Albuquerque


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