Financial Planning Goals

Defining one's goals in the Financial Planning process is an integral part of creating a basis for analysis of current financial conditions and how they relate to future plans of action to be developed and implemented. It is critical for goals to be realistic, but more importantly specific and measurable. A Financial Planner can assist you in asking the central questions and guiding you toward how to think about and accomplish your goals. One would develop and recommend actionable steps that can allow you to both prioritize and achieve your goals. Goals can be either short-term or long-term in nature but understanding their role in the overall planning process is important so that you don't mismanage your assets along the way.

Continue reading

A Brief Guide to Social Security

If you're starting to plan for retirement, Social Security may be an important source of retirement income. Millions of Americans depend on Social Security today. For some, it is their primary source of retirement income, and for others, it is supplemental income.

Benefits of Social Security

Continue reading

Financial Planning is...

Financial Planning is the comprehensive analysis and evaluation of an individual's current financial state and needs used in the development of a strategy to successfully meet your financial goals in the future. Professionals, like Mike, utilize their knowledge of client's future life goals, transfer plans (in life and death) and future expense needs to develop comprehensive Financial Plans.

Continue reading

Becoming Debt Free

Starting off the New Year on a good foot is always preferable but sometimes it takes a little planning and preparation to get you on track, especially when it comes to debt. Facing debt issues can be intimidating but pretending it isn't there makes matters much worse. There is no better time than the present to begin working on your finances and becoming debt free. 

Continue reading

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

Website Contents © Attentive Investments, LLC
Unauthorized duplication or reposting of the contents of this site in any form is strictly prohibited.
View our Privacy Policy | Customer Relationship Summary

Stockton Website Design by Brentwood Visual