What will be your Financial Legacy?
Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate.
The Financial legacy podcast will enable you to create a comprehensive and successful financial plan to enable you to have peace of mind and to enjoy life. Some of the topics that I will share with you include:
• Make your money work for you
• Comprehensive an holistic financial planning
• Retirement plan analysis
• How to build savings
• Mortgage refinance loans,
• Revocable & irrevocable trusts and wills,
• Financial Powers of Attorney
• Long-Term Care Options.
• Beneficiary IRA
• Legacy Investments,
• Financial Wellbeing and Wealth Planning.
• Tax Planning
• Selling your business
Connect with me for a Complementary Financial Consultation!