It’s good when you decide that you need professional assistance to manage your personal finances, but do you really want to be left in the dark about exactly what they are doing and why, because you don’t understand finances?
Professional financial advisors have an abundance of knowledge and will likely work diligently to protect your interests; but understanding why they make the decisions they make on your behalf is also important.
Now more than ever, financial literacy is available for everyone and is crucial for understanding personal finance, investing and more generally, money management. This means understanding the financial and investing terms that are relevant to your financial well-being. It also means learning important skills required for your personal financial success.
There are four skills you need to be financially secure:
Fortunately, Eagle West Group offers Financial Literacy 101. Financial Literacy 101 is a service of Decision Partners. Through this tool we provide financial literacy programs to leading colleges and universities. From understanding financial aid to managing credit, Financial Literacy 101 offers financial education you can trust.
If you would like to know more, visit our Financial Literacy 101 page.
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.