Lennard van der Feltz, CFP®, MSM, MBA is a founding partner of Tempe-based Pinnacle Financial Advisors.
2018 wealth management tips from Lennard van der Feltz
Lennard van der Feltz
Background: As founding partner of Pinnacle Financial Advisors, Lennard van der Feltz, CFP, MSM, MBA delivers creative financial solutions to clients with unique planning challenges. He specializes in investment and insurance optimization for tax efficiency, as well as unique challenges of clients’ international portfolios. He is a Certified Financial Planner, holds FINRA Series 7 and 66 securities licenses and is a member of the Financial Planning Association Phoenix Chapter.
A trend to watch: “Our industry is truly global. Internationally, geopolitical changes, such as North Korea and the political instability in South America, may influence global financial markets. As well, shifting oil markets may have a significant impact. Looking to domestic issues, there may be possible U.S. Tax Code changes, which we’re keeping a close eye on. Altogether, these factors can contribute to a potential pull-back or acceleration of U.S. stock and bond markets.”
Advice for 2018: “There are three key areas of advice. First, be clear about what you want your money to do for you. Next, determine whether your income tax situation could use some attention and how tax code changes could affect you. Finally, don’t go it alone. Select a credentialed, independent financial planning team that’s licensed to provide a broad array of solutions from many sources to help you select the best investments to realize your plan.”
Arizona investment: “To make the best recommendation, we want to know what’s driving the sentiment. Civic pride? Supporting local companies? Keeping money at home? Knowing that, we may recommend Arizona investment opportunities that may not be readily available to the public. As financial planners, we recommend diversification to ensure greater security. The best portfolio-building results come from diversifying nationally and internationally.”