By Nino Pavan, J.D., CFP®
The world has become even more unpredictable, and the challenges we’ve all faced recently have had an impact on the economy. So it’s no surprise that many are feeling uncertain about the future. That’s why having a reliable financial plan has never been more crucial.
As our client, you already understand the value of planning; and with a solid strategy in place, you don’t need to worry about the latest headlines about inflation or potential recessions. While life will always have its surprises, partnering with a trusted financial advisor to create a road map for your future can help safeguard your finances against global uncertainties. Do you know anyone who could benefit from this kind of support?
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan.
At Financial Designs, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide.
At Financial Designs, personalized care and thoughtful planning are at the heart of everything we do. Our goal is to give you confidence in the financial future we help you create. But we also believe in extending that support to the broader community, so more people have access to the professional guidance they deserve.
To make things easier, we introduced our Client Ambassador Program—a simple way for you to connect friends, family, or coworkers with our team. By referring someone to Financial Designs, you gain access to our exclusive Ambassador Events. These special gatherings, from enchanting evenings at The Magic Castle to fun outings like Top Golf, are our way of thanking you for helping others take steps toward their own ideal retirement.
We’re Ready to Assist
We truly enjoy working with clients like you and are excited to help even more people pursue their financial goals. Do you know anyone who could use experienced guidance or someone who would benefit from a trusted accountability partner? Have them reach out to our team at Financial Designs for a no-pressure conversation about their financial aspirations.
You can schedule a consultation by calling (909) 626 1642 or emailing fdc@fdcadvisors.com today!
About Nino
Nino Pavan is President and a CERTIFIED FINANCIAL PLANNER® professional at Financial Designs, a retirement planning firm in Claremont, California, with the mission of enabling individuals and families to financially prepare for and confidently enjoy their retirement years through goal-centered planning. With more than 30 years in the financial services industry, Nino is thankful for the opportunity to serve his clients by making the retirement process a stress-free one; he worries about their money so they don’t have to!
Nino holds a law degree from the University of Southern California, a Bachelor of Science in Telecommunications Management from DeVry Institute of Technology and has been a contributing advisor to Kiplinger. In addition to being a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative, Nino has passed the Series 7, 24, and 63 securities exams and holds life and disability insurance licenses. He also conducts retirement and estate planning workshops for employees of major California companies. Outside of the office, Nino enjoys sports (regular and fantasy), traveling (specifically tropical destinations), walking, pickleball, church activities, and spending time with his wife Sherry and their two children, Derek and Sara. To learn more about Nino, connect with him on LinkedIn.
