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WealthWatchers.US helps Bay Area Residents Make a New Year's Resolution to Build Wealth ''A Dollar at a Time''
Business Wire
-
January 8, 2004
Business Editors
SAN FRANCISCO--(BUSINESS WIRE)--Jan. 8, 2004
San Francisco-Based Wealth Management Education Company Offers
Revolutionary Fiscal Fitness Classroom Program Offered to San
Francisco Bay Area Residents Early In 2004
The WealthWatchers.US system now provides education, resources, and support to give Bay Area residents control over their personal finances. Class meetings offer a proprietary personal financial planning process enabling participants to identify practical financial goals and build wealth "a dollar at a time."
Scott Schwartz, CFP(R), SAS Financial Advisors, LLC principal, comments, "Most people work hard but have difficulty saving money and making their assets work for them. Even those with advanced college degrees have never taken a personal financial education class. WealthWatchers.US fills a critical need with fact-based information, ongoing coaching from a Certified Financial Planner(TM) (CFP(R)) and peer support--all at a very modest fee.
Meeting a Variety of Financial Challenges
WealthWatchers.US enables average to well-to-do Americans to overcome some of their biggest financial obstacles. Ira Fateman, CFP(R), SAS principal, states, "People get anxious about paying for their children's education and retirement. And the financial world can be frightening, given such examples as the recent mutual fund scandals. The WealthWatchers.US system casts theory aside to provide real-world information they can implement. People with little financial background discover how to make the right decisions on anything from buying or leasing a car to understanding their employee benefits, maximizing the advantages of business ownership, finding advantageous opportunities offered by insurance and building a financial safety net."
The WealthWatchers.US system offers four two-hour classes in which participants learn with and from each other. Individuals also receive a one-hour consultation with a CFP(R) certificant and a comprehensive financial plan. Participants may also attend additional scheduled classes for one year.
Adds Schwartz, "By continually supporting people as they set goals and discover practical methods for achieving them, WealthWatchers.US stands apart from any other financial program available."
WealthWatchers.US is a subsidiary of SAS Financial Advisors, LLC, a fee-based, independent Registered Investment Advisor.
COPYRIGHT 2004 Business Wire
COPYRIGHT 2004 Gale Group
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