Building a Secure Financial Foundation in a Volatile Market with Financial Advisor Liang Lee


SAN DIEGO, Calif./ACCESSWIRE/March 17, 2022/ If you’re making a lot of money, it’s never too early to start planning for the impact that future economic factors might have on your financial well-being.

From executives and business owners to celebrities and doctors, finance professionals like Liang Lee of WestPac Wealth Partners help create unique strategies and improve the financial health of high-income investors.

“No crystal ball will let us see what the future holds, but one thing we can count on is the fact that change will come to stock market, bond market, real estate market, interest rates and taxessays Liang.

This is where Liang thrives, as he works directly with clients to create unique, short-term projects. and long-term strategies to help fortify their wealth against the ever-changing impact of laws, markets, income, health, and life events on their financial situation. His advice for those who are unsure of the impact of future economic changes on their finances: work with a financial advisor to develop your individualized holistic financial plan.

How should one approach working with a financial advisor to develop a holistic financial strategy? Here is Liang’s advice, drawn from more than twenty-five years of experience in the financial industry:

  1. Make sure the financial advisor you work with can help you achieve financial balance across your entire financial picture, including these four main areas:
  • Assets
  • Debts
  • Cash flow
  • protection
  1. Choose a financial advisor who will work directly with you to develop a cohesive and holistic map of strategies designed to protect your wealth from outside forces. Your financial advisor should not only focus on managing your assets, but also managing/steering your income and cash flow to help you be a world-class saver.
  2. Develop an optimal savings/investment plan that details how much of your annual savings and net worth you should invest in low, medium, and high risk assets.
  3. Plan debt management decisions, such as which debt to pay off first, which debt to keep and use as “cheap finance”, how much of your income/assets to use to pay it off, and find the current balance where to repay vs do something else first.
  • Remember, debt comes in a variety of forms, including mortgages, business loans, personal loans, credit debt, and student loans, to name a few.
  1. Find the appropriate balance between taxable assets and tax-advantaged assets so that your financial plan is better positioned to succeed through multiple shifts in your income and tax bracket cycles with various government tax changes inevitable over the years. years.
  2. Shift your “retirement” goal/goal to a “work optional” future so you can do what you love to do, rather than just working for the money.
  3. Protect what you have won and will win with proper insurance, wills/trusts/powers of attorney. Protect your loved ones with good estate planning.
  4. Don’t be afraid to meet with your financial advisor (at least) quarterly to hold them and yourself accountable for maintaining the financial plan you’ve developed together.

When working with your financial advisor, remember that there is no one size fits all; wealth protection and accumulation strategies that work well for others may not be suitable for you. By partnering with a financial advisor who sees the big picture and develops personalized strategies to mitigate the impact of ever-changing economic forces, your finances will be better prepared to handle whatever the future throws at you.

About Liang Lee

Liang is a highly respected financial advisor and senior partner at WestPac Wealth Partners. Starting on the court at 17 and earning a near-perfect GPA, Liang continued his career at major investment banks structuring/trading billions of dollars in complex securities. Today, he works closely with wealthy and high-income individuals and is in charge of planning for several of his former colleagues.

He provides comprehensive planning for his clients, focusing on risk management, investments and long-term financial security. Liang takes pride in creating a unique financial planning experience for clients rooted in the highest level of honesty and integrity. Contact Liang Lee here.

This material is intended for general public use. By providing this content, Park Avenue Securities LLC does not undertake to provide investment advice or recommendation for any specific person or situation, or otherwise act in a fiduciary capacity. Please contact a financial representative for advice and information specific to your personal situation. A world-class saver is someone who saves at least 15-20% of their gross income.

Registered Representative and Financial Advisor to Park Avenue Securities LLC (PAS). Securities products and advisory services offered by PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered by WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA insurance license number – 0H50389, AR insurance license number – 16202373. | Guardian, its affiliates, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional about your personal situation. | 2022-132659 Exp. 01/24

Company name: WestPac Wealth Partners

Contact person: Liang Lee

Phone number: 808.695.2119

Link to website:

THE SOURCE: WestPac Wealth Partners

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