NEW YORK, NY / ACCESSWIRE / July 7, 2021 / As an experienced financial professional, Andrew Pandolfo of Copper Beech Wealth Management Group of Raymond James, has found working with mental health professionals to be the ultimate reward. With years of industry experience, he understands the unique needs and experiences mental health professionals face, claiming that it is vital to provide mental health professionals with a sense of security.
"We're thrilled to be offering free financial plans to any mental health professional that is interested. This is our token of appreciation for the tremendous work these professionals have carried out through 2020," Andrew says.
Andrew has exclusively worked with mental health professionals due to his huge admiration and respect for the work they do. "I've experienced it firsthand; my family and friends work through their mental health struggles. Without the expertise from the mental health workers, I truly do not know how my life would be." Giving back to the mental health community is Andrew's way of showing thanks and appreciation.
Working with mental health professionals, Andrew has been able to identify three blind spots that mental health professionals are unaware of:
Personal Expenses vs. Business Expenses
There are mental health professionals that are small business owners and would benefit from working with a financial advisor to understand their cash flow. This would enable them to see the exact amount they have to spend and what amount needs to be saved.
Pressure of work
Mental health professionals work with families, individuals, teens, and children to help them overcome their obstacles. These professionals have truly impactful work, but there are often career burnouts because of the pressure. An experienced financial advisor, familiar with working with mental health professionals, can help design a game plan for their uncertainties in life.
Understanding your retirement savings options
Most mental health professionals do not understand the savings vehicles they can utilize to save for retirement. By partnering with a financial advisor, they can understand what savings vehicle works best for them.
Andrew Pandolfo (AAMS) is a financial advisor currently serving the community of mental health professionals. As a partner at Copper Beech Wealth Management Group of Raymond James, he specializes in designing custom-tailored financial plans for the mental health experts he works with. Andrew offers these custom-tailored financial plans as a free complimentary service.
Contact Information:
Andrew Pandolfo AAMS.
Email: andrew.pandolfo@raymondjames.com
Phone: 914-600-8204
Website: https://www.raymondjames.com/copperbeech/
Raymond James & Associates, Inc. only accepts verbal orders and / or instructions. Verbal instructions do not include e-mail, voice mail, fax or any alternate method. Transactional details in any other form do not supersede actual trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Raymond James & Associates, Inc. reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable, but is not guaranteed by Raymond James & Associates, Inc. and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Raymond James Associates, Inc. and its' employees may own options, rights or warrants to purchase any of the securities mentioned in the e-mail. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and / or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer. Past performance does not guarantee future results. There is no assurance this trend will continue. The market value of securities fluctuates and you may incur a profit or a loss. This analysis does not include transaction costs and tax considerations. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. This hypothetical report is not indicative of any security's performance and is based on information believed reliable. Future performance cannot be guaranteed and investment yields will fluctuate with market conditions. Investors The information enclosed has been obtained from sources considered to be reliable (such as the company itself and/or third-party independent research companies such as S&P, ValueLine, DLJ, etc.). We/I do not, however, guarantee the accuracy or completeness of the material nor that the material provides a complete description of the security, markets or developments referred to in the material. Investors should perform thorough investigation of any company before investing funds. The Dow Jones Industrial Average is an unmanaged index of 30 widely held securities. The Russell 2000 index is an unmanaged index of small cap securities which generally involve greater risks. The MSCI EAFE Index is a stock market index that is designed to measure the equity market performance of developed markets (Europe, Australasia, Far East), excluding the US & Canada. The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Investing involves risk, and investors may incur a profit or a loss. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification. All expressions of opinion reflect the judgment of the Research Department of Raymond James & Associates, Inc., and are subject to change. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. This material is being provided for information purposes only. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Material prepared by Raymond James for use by its advisors.
To opt out of receiving future emails from us, please reply to this email with the word "Unsubscribe" in the subject line. The information contained within this commercial email has been obtained from sources considered reliable, but we do not guarantee the foregoing material is accurate or complete.
© 2020 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
Raymond James & Associates, Inc. member NYSE/SIPC.
Please visit http://raymondjames.com/smrja.htm for Additional Risk and Disclosure Information. Raymond James does not accept private client orders or account instructions by email. This email: (a) is not an official transaction confirmation or account statement; (b) is not an offer, solicitation, or recommendation to transact in any security; (c) is intended only for the addressee; and (d) may not be retransmitted to, or used by, any other party. This email may contain confidential or privileged information; please delete immediately if you are not the intended recipient. Raymond James monitors emails and may be required by law or regulation to disclose emails to third parties.
Investment products are: Not deposits. Not FDIC Insured. Not guaranteed by the financial institution. Subject to risk. May Lose Value.
This may constitute a commercial email message under the CAN-SPAM Act of 2003. If you do not wish to receive marketing or advertising related email messages from us, please reply to this message with "unsubscribe" in your response. You will continue to receive emails from us related to servicing your account(s).
SOURCE: Copper Beech Wealth Management Group
View source version on accesswire.com:
https://www.accesswire.com/654343/Andrew-Pandolfo-of-Copper-Beech-Wealth-Management-Lends-Helping-Hand-to-Mental-Health-Professionals-Community
