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If you're searching for a financial advisor in Lake Charles to help you with your financial planning, look no further. Ron Knowles and Chad Rodriguez are both knowledgeable financial planners and they are conveniently located in the Lake Area. Both Ron and Chad can provide you with exceptional financial advice that can help you turn your long-term goals into a reality.

You should know that a capable financial advisor is also an educator and he will be there to help you understand what is involved in meeting your future goals. The education process may include detailed help with various financial topics.

At first, those topics would probably include budgeting and creating an adequate savings plan. As your knowledge increases, you advisor will assist you in understanding complex investments, plans of insurance, and related tax alternatives.

Almost everyone can really benefit from working with a knowledgeable financial planner. Both Ron and Chad can help you create strategies for eliminating financial risk and building wealth over the long term. They can provide you a plan that will put you on track to help you achieve your financial goals.
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Your initial assessment also includes an examination of other financial management topics such as insurance issues and your tax situation. Your advisor needs to be aware of your current estate plan (or lack thereof) as well as other professionals on your planning team, such as accountants and lawyers.

Once you and the advisor understand your present financial position and future projections, you will be ready to work together and put a plan into action.

Safe Money Management specializes in providing solutions that will protect your assets against loss, while helping you to achieve your financial goals. Ron and Chad make a great team and can help you create a solid plan for the future. No brag... just fact!
Disclaimer
Ron Knowles and Chad Rodriguez offers securities through Centaurus Financial, Inc. who is a member of FINRA and SIPC. Supervisory office: 540 Fort Evans Road, NE, Suite 200, Leesburg, VA 20176 (800) 880-4234. Please be advised that Safe Money Management, LLC and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities. A proposal can only be submitted to a client after the proper delivery of a prospectus and the client's suitability has been reviewed and determined. Information relating to securities is only intended for use by individuals that reside in Louisiana.
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