C O N T A C T
CHERYL CONSTANTINO, MBA, CFP® THE WEALTH CONSULTING GROUP
8925 WEST POST ROAD, SECOND FLOOR
LAS VEGAS, NV 89148
DIRECT: 702-263-8492
MAIN: 702-263-1919
EMAIL: cheryl@wealthcg.com
ABOUT CHERYL
CHERYL HAS A PASSION FOR HELPING CLIENTS PURSUE FINANCIAL INDEPENDENCE.
B I O G R A P H Y
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“Planning… to help you enjoy life.”
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that grows with you over the years. Without an up-to-date and flexible plan, it may be difficult to achieve your goals.
As your “Personal CFO”, we are dedicated to assisting you with developing and implementing a clear plan aligned with your needs, values and goals that evolves with you over time.
We invite you to watch our video to learn more about our interactive approach as your “Personal CFO”.
RETIRE WELL
Paint a Picture of Your Next Chapter.
Will you travel, take up a hobby, become a philanthropist, move closer to family?
Understanding your assets and income streams can help you learn what sources will provide cash flow to you and when. We help you develop a plan to fund your retirement picture that ensures your income lasts as long as you do.
-Everyone has a risk score related to their retirement portfolio.
Click here to learn yours.
SUDDLENY SINGLE
Is it Time for a “Personal CFO?”
Experiencing the death of a spouse or partner, or divorce can be an emotional time. As your Personal CFO, we help you understand your options regarding financial decisions.
While no one wants to fall in love and think of divorce or premature demise, the reality is that it can happen. We’re here to help you move forward with confidence.
SMART BUSINESS
Evaluating Your Retirement or Succession Plan?
Part of being a successful business owner is making smart financial decisions. From a buy/sell agreement to an optimal retirement and benefits plan, and ultimately succession strategies.
Your business may be your biggest asset. With proper planning, we help you ensure that it will be around for years to come, as well as advance your financial goals.
RECENT BLOG
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
The Roth 401(k) resembles the Roth IRA in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name implies, it also is subject to many of the rules affecting traditional 401(k) plans. If your employer offers a...
read moreThe Risks of Market Timing
“Market timing” is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell high. While this seems to make sense in theory, it’s extremely difficult to pull off successfully. Trying to time the market may mean missing...
read moreFive Common Investment Mistakes When Planning for Retirement
This article describes five common investment pitfalls — and how you might avoid them. Only about 23% of American workers say they are “very confident” they will have enough money to live comfortably throughout retirement. 1 To help reduce such uncertainty in your...
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