SUBMITTED NEWS RELEASE
Sanchez Wealth Management, LLC, an SEC Registered Investment Advisor, announced the launch of its unique and proprietary “Segments of Wealth” asset allocation strategy and customized financial plan. “Segments of Wealth” is designed to create reliable streams of income and growth with the least amount of market risk, while also monitoring and advising on the various segments of a client’s financial life.
“Segments of Wealth” divides an investor’s various areas of wealth, such as emergency cash, reliable income, conservative to ultra aggressive growth, real estate, estate planning and insurance protection. The allocation strategy and customized financial plan manages each area of wealth separately to help create reliable income for clients. Traditional financial planning focuses on combining all assets and managing them as one.
“There are three stages to ‘Segments of Wealth,’” said Jon Sanchez, CEO of Sanchez Wealth Management and the creator of “Segments of Wealth.” “The first step is to create a concise and effective financial plan that becomes the roadmap to grow and protect the client’s wealth. The second step is to implement the ‘Segments of Wealth’ plan, and the third step is to monitor the client’s ‘Segments of Wealth’ and adjust as necessary based upon goals, risk and economic environment.”
Investors interested in utilizing the “Segments of Wealth” strategy can begin by downloading and completing the “Segments of Wealth” questionnaire from www.sanchezwealthmanagement.com.
About Sanchez Wealth Management, LLC:
Sanchez Wealth Management, LLC, an SEC Registered Investment Advisor is a full-service wealth management firm, using their proprietary “Segments Of Wealth” financial plan to take full advantage of a myriad of sophisticated strategies that encompass investments, real estate, insurance, business planning and estate planning.
