By Bill Taber
TABER Asset Management is pleased to announce that Anastasia Taber has been promoted to lead the company’s financial planning services division. Since completing an exhaustive multi-year course of study, Anastasia has mastered the tools of the financial planning profession and is ready to take on additional responsibilities with the firm.
In addition to her position as Associate Advisor, she continues to co-host an entertaining podcast called Creating Wealth, which can be found on our website and anywhere you listen to podcasts (Apple, Google, Spotify, etc.). In these conversations, Bill and Anastasia discuss solid money management tips and proven financial concepts for a growing audience in the U.S. and across the world.
Anastasia is excited to offer comprehensive financial planning services for individuals and families across the U.S. If you are looking to gain more financial confidence or want advice on topics ranging from cash flow planning, retirement, investments, insurance, estate planning, college planning, and more, Anastasia is equipped to meet your needs. Here’s more about how she can help our clients by creating customized financial plans.
Building a Comprehensive Financial Plan
Building a financial plan is a collaborative process that increases your potential for meeting life goals. This is accomplished through financial advice that is tailored to your personal and financial circumstances. The process involves a series of face-to-face meetings (either in person or virtual) that are designed to explore goals and values while producing recommendations specific to your needs.
A financial plan can address many questions and is driven by the individual or couple who engages the financial planner. Examples of questions include:
Do I have enough to retire?
How do I fund my children’s college education?
Does insurance cover my needs?
Is my will updated and are the beneficiaries of my estate in order?
Is my family protected in case of an unexpected life event?
Am I saving enough money?
Am I doing what I need to do to be financially successful?
Do any of these questions sound familiar? If so, you are not alone and on the right path to getting answers. When working with our clients, our objective is to create a financial plan that brings clarity to your financial situation, offers concrete recommendations for how to meet your goals, and builds confidence in your financial decisions.
The Best Part
What Anastasia loves about financial planning is how the work directly impacts and improves the lives of families, and how good financial advice can have a positive flow-through effect on children and future generations. She enjoys the work intellectually (financial planning integrates multiple knowledge fields), but most of all, she appreciates how every financial plan is different because it is tailored to the client’s goals and values. She loves putting her hard-earned knowledge to use in the pursuit of helping others pursue their financial dreams with confidence.
Want to Know More?
At TABER Asset Management, as a fiduciary wealth management firm, we put our clients’ needs and interests first. Our primary goal is to provide custom-tailored services that help our clients reach or exceed their financial goals.
If you would like more information or are ready to get started on planning your financial future, reach out to us today by scheduling a 15-minute intro phone call online or you can contact Anastasia directly at email@example.com or (703) 380-0968. We look forward to hearing from you!
Bill Taber is President and Founder of TABER Asset Management, an independent, fiduciary wealth management firm that strives to do one thing well: manage their clients’ money by creating wealth, building wealth, growing income, and preserving capital so they can experience financial freedom. With more than four decades of experience, Bill is dedicated to building relationships with his clients and their families and walking alongside them as they navigate financial decisions. His favorite days are the ones when he gets to witness the joy and relief on his client’s faces when they realize they can pursue their dreams and live their ideal lifestyles. Bill is known for going the extra mile, getting things done with integrity, and working with a stewardship mentality.
Bill graduated from the University of Iowa with a bachelor’s degree in business administration and fell in love with the profession when he got to help one of his first clients—his father—turn his lifetime of hard work into a dream retirement. He got his start in the industry as a corporate services representative for Bankers Trust Company and spent decades working as Assistant Vice President of E.F. Hutton & Co. and First Vice President of Principal Financial Securities. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program and is Series 65 registered.
In his spare time, Bill enjoys giving back to his community and served 11 years as a member of the Board of Trustees of Broadlawns Medical Center and 14 years as a Community Representative to their Board Finance Committee. He is also one of the founding members of the Greater Des Moines Connections Mentoring Program. When he’s not working, you can often find Bill spending time with his family and participating in one of his many hobbies, which include traveling to national parks, presidential libraries, and foreign countries; gardening; reading non-fiction; and practicing yoga, Pilates, and meditation. He also loves the simple joys of listening to music, going for walks or bike rides, and watching James Bond 007 films and any movie starring his favorite actress, Meryl Streep. To learn more about Bill, connect with him on LinkedIn.