Budnick Capital LLC, a firm dedicated to financial planning for physicians, dentists and high net-worth individuals.
Your financial planning process will be a collaborative one, every step along the way. We will become partners in a long-term relationship focused on the mutual pursuit of your life goals. We will continue to revisit these steps on an ongoing basis. Your life circumstances will change and your financial plans will need to be fine-tuned as they do. The steps we will take when we create your financial plan, and again when it is time to review and update it, are the same:
Assess your current financial situation
o Review documents
o Gather data
Develop your financial goals
o Clearly define the challenges you want to solve
o Frame your personal definition of success
o Assess your risk comfort
o Determine your financial goals and timeframes
Identify alternative courses of action
o Options are prepared for you to consider
Evaluate alternatives
o Consider and assess options
o Revise as appropriate
Create and implement your financial action plan
o Determine how recommendations will be implemented
o Define role of your planner moving forward
o Identify other team members needed to implement the plan
o Determine how progress will be monitored and by whom
Review and revise your financial plan
o Monitor and adjust your plan on a regular, ongoing basis as your life circumstances evolve.
Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through Budnick Capital LLC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF
Company Details
- Employees
- 4
- Founded
- -
- Address
- 95 Leggett St, East Hartford,connecticut 06108,united States
- Phone
- +1-860-310-2106
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- justinbudnick.com
- Keywords
- East Hartford.
- HQ
- East Hartford, Connecticut
Budnick Capital Llc Questions
Budnick Capital Llc's helpline number is +1-860-310-2106
Budnick Capital Llc's website is justinbudnick.com
Budnick Capital Llc's LinkedIn profile is https://www.linkedin.com/company/budnickcapital
Budnick Capital Llc has
4 employees.
View email and phone details for 4
employees at Budnick Capital Llc.
Budnick Capital Llc's industry is
Financial Services
Budnick Capital Llc's top competitors are
American Practice Consultants,
Generation Power Ct,
Sphaeris Capital Management Llc,
Dc Partners Capital,
Trailhead Partners,
New Phase Design, P.c.,
Fortunato Construction Group, Inc.,
Cabot Risk Strategies, Llc,
Bk Capital Llc,
Diagnostics Consulting And Recruiting.
Budnick Capital Llc's categories are Financial Services
Budnick Capital Llc's founding year is 2019
