Lifestyle and expenses are the two things that individuals ultimately have the most control over.
Minneapolis, MN (PRWEB) January 14, 2014
Robert Klosterman, CEO and Chief Investment Officer of White Oaks Wealth Advisors Inc., recently wrote an article titled, “Forecasts and Other Follies.” This article was also published in the January 2014 issue of Mindful Money Magazine. Klosterman has been a Certified Financial Planner licensee since 1989. He has a clear vision for the future having worked in financial planning since 1975, and feels a strong need to provide people with expert and independent wealth advisory and investment services.
Klosterman’s article offers insight into considering your life expectancy, lifestyle needs and investment returns in order to achieve your financial goals and dreams. He speaks about understanding one’s needs and resources, as they are critical to one’s success. To get a three-month free subscription to Mindful Money Magazine, download the App here: http://bit.ly/MindfulMoneyMag. Once downloaded, click “Subscribe” then click "Current Subscribers." When it asks for account number, enter 3free.
White Oaks Wealth Advisors Inc. is a private, fee-only Wealth Management and Family Office firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com," "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.