By Bryan Trugman, CFPⓇ
The past 18 months or so have been marked by periods of volatility, uncertainty, chaos, and the list could go on. Unsurprisingly, this has led to increased stress for many people—on both a local and global scale. Businesses both large and small and individuals alike must now constantly adjust to an ever-changing world.
It’s fairly common knowledge that, as a survival mechanism, humans have developed the “fight or flight” response when they encounter danger. (1) When faced with the COVID-19 global pandemic, many people responded by either choosing to ignore or delaying many important decisions impacting their lives, and perhaps included putting their financial wellness planning on hold—ironically, just when they needed it the most. Instead of fleeing, let Attitude Financial Advisors help you “fight.” As your support system, we can help you manage the financial stress in your life, and work with you to create a comprehensive financial plan that meets your needs in this increasingly unstable world.
Guiding You Through Challenging Times
We understand that the financial decisions you make can have a lasting impact on those around you. When planning for the future, you may not only need to consider your own needs but also those of the people you love and who may depend on you. Creating a financial plan that takes into consideration where you are financially today, where you want to be, and how you are going to get there can be a tall order at any time, but especially in this challenging environment.
Planning for retirement and managing life’s transitions are some of the financial challenges many individuals face today. In fact, for many these issues have taken on a new sense of urgency that has perhaps been accelerated by circumstances beyond their control. A well-versed and dedicated financial planner in your corner can help to ease the burden of making some of these difficult and stressful decisions. As Certified Financial Planners we have the expertise and ability to analyze our clients’ lifestyles and create a personalized financial plan that is tailored exclusively for them. We want our clients to have confidence in their finances regardless of market conditions or the state of the world around them.
Providing Exceptional Service to You & the People You Care About
Attitude Financial Advisors offers a personalized and professional client experience. We listen to your needs and provide advice that aligns with your values and expectations. We know the importance of creating a financial plan that helps you take control of your life—and developing an overall more confident attitude—no matter what threats you face.
For us, providing trusted fiduciary care is just the beginning of our process. The care and attention we give our clients is what truly sets us apart from other firms. We treat each and every client as if they are our only client. Not many execute a service model to the level we deem necessary and that each and every client deserves. It’s how we do business. No exceptions.
Friends & Family Are Welcome
The coronavirus has affected everyone in some form or another, and we’ve all had to come to terms with our inherent weaknesses and limitations. Like never before, it’s accepted and encouraged to reach out for help. After all, any hurdle will seem less intimidating and more manageable when you tackle it with the support of a trusted partner. And who better to help you develop an attitude of confidence and fight against financial stress than an experienced financial advisor?
Do you know someone who would benefit from our insight and guidance? We welcome the opportunity to meet them. In addition to arranging to meet in person, we can also have impactful conversations by video chat or phone. We know time is valuable; when and how we meet can be personalized to accommodate the busiest of schedules. Please feel free to reach out to me via email at email@example.com or give me a call at (516) 762-7603. Let’s see if we’d be a good fit to partner with you to fight against stress on your financial journey.
Bryan Trugman is managing partner, co-founder, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner at Attitude Financial Advisors. With more than 13 years of experience, Bryan specializes in addressing the financial needs of new parents as they seek to realign their finances, assisting divorced individuals as they navigate an unforeseen fork in the road, and strategizing with those seeking to accrue a dependable retirement nest egg. Bryan is known for being a good listener and building strong relationships with his clients so he can help them develop a customized financial plan based on what’s important to them. He is passionate about helping his clients experience financial confidence so they can worry less and play more. Bryan has a bachelor’s degree in industrial and systems engineering with a minor in mathematics from State University of New York at Binghamton. He has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce and has served as its vice president and as a board member. When he’s not working, you can find Bryan on the ballroom dance floor or engaged in a fast-paced game of doubles on the tennis court. To learn more about Bryan, connect with him on LinkedIn.