Do Your Friends & Family Need Financial Guidance During This Stressful Time? We’re Available To Help

| March 27, 2020
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We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while, but thankfully, one thing that won’t change is how our team at HBA Wealth is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us to rely on. 

Do your friends and family have this kind of support system?

Guidance In Hard Times

Most of us are at home with our families day in and day out. We’re reminded of the importance of our friendships and other relationships and learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones. 

There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals. 

Many people are worried about their portfolios right now, especially those with 401(k) accounts, which tend to be set-it-and-forget-it or DIY accounts. That means their money may not be invested at the proper risk level or it might not be diversified well. Our clients have access to a 401(k) optimizer that examines your situation, your time horizon, and your risk level to give you a model for how your assets should be allocated. In times like these, this type of help may be just what you need to curb your worry.

If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing solutions to help them stay on track to reach their goals despite market turmoil and economic uncertainty. 

We Are Here For You And Your Loved Ones…Virtually

We want to let you know that we are still working and operating our business…just not in the same way as before. If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are here for you virtually. Contact us at any time at (626) 529-8347 or email Ricky directly at ricky@hbawealth.com to set up a virtual appointment. Stay safe and stay well. 

About Haydel, Biel & Associates

Haydel, Biel & Associates is an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at ricky@hbawealth.com.

The commentary on this blog/website reflects the personal opinions, viewpoints and analyses of the Haydel Biel & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by  Haydel Biel & Associates or performance returns of any Haydel Biel & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Haydel Biel & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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