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Life is busy , but your financial wellbeing should be a top priority . Find the time to get started .
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What ’ s the Biggest Mistake You Can Make ?
According to Juston , not having a plan is where many fall short . He says people often mean to get started on a wise investment plan , but don ’ t devote the time to begin .
Juston will coach you through decisions such as making Roth contributions , maximizing your 401K , building an emergency savings account , and reminding you to update your will .
“ We ’ ll help you with every step ,” Juston said . “ We ’ ve had clients who put off strategic investing because , despite running a successful business for years , they said they simply didn ’ t get around to it until they realized they needed a plan and someone to assist them along the way and hold them accountable for their decisions .
“ One of the things we ’ re really good at is gentle reminders to do all the things you said you wanted to do . We help keep you on track ; we ’ re easy to talk with and accessible . That ’ s one of the benefits of Dobbs Wealth Management . We ’ re available to you . We know you . We are interested in you and what ’ s important in your life . We are on this journey with you and we want you to meet your goals .”
Three Important Factors
• Engage an advisor you trust ; one who is interested in you , your family and your goals , and will supply you with a sound investment plan tailored to you , based on a detailed account of all your finances .
• The relationship must go beyond buy and sell . You need to feel comfortable with your plan , knowing there is a valid reason behind the decisions made — understanding the big picture . Juston , supported by a team of Wells Fargo Investment Institute analysts and strategists , can help you chart your progress through variables unique to you as well as to the market and encompassing all aspects of your investment picture .
• Have a plan that fits . It ’ s critical for decision-making . And it keeps you from having knee-jerk reactions . A financial advisor you trust provides a helpful buffer , a guide based on historical performance and how that may affect you .
Consider Leadership and Community Involvement
Demonstrated leadership reflects a commitment to service beyond work , and both Juston and Amber are active volunteers in Texoma . Juston , who currently serves on the Sherman City Council , has been involved with numerous boards and organizations including the Sherman Economic Development Corporation , the Sherman ISD Board , the Sherman Chamber of Commerce , and the Wilson N . Jones Foundation . “ It ’ s an honor to work together with diverse groups to reach common goals ,” Juston said . “ I bring the same skills of careful consideration and thoughtful decision-making to the client relationship . It ’ s a commitment I believe in and one our clients appreciate .”
What Works for You
Your financial future starts with a conversation . You deserve the assurance that your financial wellbeing is a priority ; that your advisor is accessible and communicates frequently , providing you with periodic reviews and addressing your questions or concerns .
Juston can provide you with the attention you expect and deserve . Dobbs Wealth Management services include asset management , insurance protection , social security , retirement , budgeting , tax considerations , savings , college funds , debt reduction , and investments . Additionally , Juston is a Certified Divorce Financial Planner ( CDFP ®), helping clients navigate the complicated financial issues divorce may involve .
Life is busy , but your financial wellbeing should be a top priority . Dobbs Wealth Management offers you advice and guidance — a roadmap to help you feel more comfortable about your financial outlook . “ We ’ ll talk together , listen to one another , and develop a plan to help manage day-to-day needs while staying on the path toward where you want to be in the future ,” Juston said .
“ Some of our clients tell us they simply don ’ t worry about their financial investments now that we ’ ve developed a sound investment plan together ,” he continued . “ We hope many of our clients are reassured by our thoughtful process and the fact that their plans are just that — theirs , tailored to their lifestyle and their goals . If you think we might be a good solution for you , please give us a call .”
The time to get started is now . You can reach Juston and Amber at 903-893-6682 .
Serving Texoma for over 20 years .
600 E . Taylor Street , Suite 1000 Sherman , TX 75090 903-893-6683 www . justondobbs . com
The use of the CDFA ® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice , nor is it meant to imply that the firm or its associates are acting as experts in this field . Investment and Insurance Products : NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value Wells Fargo Investment Institute , Inc . is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank , N . A ., a bank affiliate of Wells Fargo & Company . Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services , LLC , Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company . CAR 0222-00958
10 • MAY / JUNE 2022