There is perhaps nothing more important than the well being and security of your family. And that starts with a solid financial plan, one that you will be able to count on later in life. When it comes to something this important you need an experienced and reliable financial professional who has successfully navigated both calm and troubled waters for their clients.
Luis Mendez, President and CEO of Gables Financial Partners, is a financial analyst who approaches every client situation as if it were his own. In fact, he was an analyst for arguably one of the largest, most mobile “Corporations” in the world… the Marine Corps. He served his country with distinction for eight years on an air-craft carrier. His job required precision and attention to detail to keep the world’s most sophisticated aircraft ready to perform under the most demanding situations.
Luis applied his ability to provide clarity and produce results to the financial advisory world where he helps his clients grow and protect their wealth. He earned his Accredited Wealth Management Advisor (AWMA) & Chartered Retirement Planning Counselor (CRPC) designations from the College for Financial Planning. At Gables Financial Partners you will find a personalized Concierge Style Service that is missing from the big Wall Street financial factories. Luis designs retirement plans that help grow his clients assets and secures them with guaranteed income strategies. The enduring mission is to always seek out optimal performance while remaining vigilant protecting your capital.
“We built this firm on integrity and trust. Our philosophy is that the customer comes first. Too often, clients just become numbers and they are forced to deal with an 800 number call center providing generic information but no customized advice. We are directly accountable to our clients, we say what we do, and do what we say. Our commitment to our clients is unwavering. In today’s world, financial customization and optimization are vital to meeting retirement income needs, with investment strategies suitable to one’s risk tolerance, and heritage plans that accomplish our client’s goals.”
With recent record low interest rates and the market approaching the top of a bull market cycle it is wise to realize that, “Bulls don’t just die, they turn into Bears”. So while you may have recovered from the last market down-turns, now is not the time to put those returns at risk again in the next Bear Market.
At Gables Financial Partners we help our clients both grow and preserve their nest-egg without putting their principal at the risk of market losses. And that’s our way of….. Making Retirement Easy
Call us today,…. Or request Your No Obligation Financial Review now
You’ll be glad you did!