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Are you eager to learn? I'm here to support you with empathetic listening and guidance.
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Office:
Georgopoulos Wealth Management
3655 Torrance Blvd Suite 341
Torrance CA 90503 -
Phone: 310 809 1923
Planning
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By admin
- September 25, 2024
Purchasing your first home
Considerations when buying your first home Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage. So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while […]
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- September 25, 2024
Is Purchasing a Home a Good Investment?
Breaking Down the Real Costs of Purchasing a Home You’re finally ready to move up from your rental unit to your own home. Before you start searching for a home, understand how much money you’ll really need. Be prepared for the myriad expenses that you must add to the purchase price to see the whole […]
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- September 25, 2024
If you’re expecting your first child
Budgeting for a family If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your finances. Starting a family is one of life’s most rewarding experiences. However, it will also profoundly impact your financial picture, with a list of expenses that grows by […]
Read MoreThe Value of Financial Planning
My mission is to help individuals and families pursue their financial goals by making prudent and tax-efficient financial decisions and minimizing costly
money mistakes.
Characteristics of people we help
- Serious about achieving personal financial success
- Goal-oriented
- Collaborative
- Like to leverage other people’s expertise
- Desire financial organization
Key results of financial planning
- Reduced financial stress
- Family financial alignment
- Confidence to work towards and attain financial goals
- Manage financial pitfalls and inefficiencies
- Assurance in making smart financial decisions
Clients who might benefit from our help
- Individuals planning for and nearing retirement
- People faced with a major financial decision due to divorce, retirement, death, or inheritance
- Business owners who need to find ways to diversify beyond their business ownership
- Business owners exploring ways to exit their business and unlock their wealth
- Individuals who are seeking assistance with financial planning
Areas of experience
- Investments & Asset
Allocation - Retirement planning
- Distribution planning
- Tax planning
- Debt management
- Goals-based saving
- Insurance assessment
- Partnering with other
financial professionals - Risk management
- Cash-flow planning
- Estate planning
- Charitable giving
- Business financial
planning
Financial Planning
We work with a wide variety of clients who find meaningful value in the planning we can provide. My goal is to expand the positive impact we have and help more people in our community. Would you be willing to introduce me to a few people who could benefit from my services? I’d be happy to have an initial conversation with them to see if it would be of mutual benefit.