As you’re your investment and insurance advisor, I act as your pilot to get you from New York to LA. I am going to help you take off, land safely and get there on time. I am your Google.
In my practise we put the client first. We strive to WOW our clients by delivering exceptional client service. We treat every client like family, the good ones, not the ones you don’t like.
We deeply care about our clients, as family, as friends as loved ones. It is what keeps us up at night. It is what gets me up at 4am to help you get to your destination.
Our clients hire us to deliver a road map to your destination, to provide clarity to their plan and work alongside them. They hire us because we will meet with you to discuss your immediate goals and longer-term objectives. We will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.
We work best with clients who are 45 and above. They are nearing retirement and have questions. They could be VPs, executives, Sales Directors, National Sales Managers, VP of Marketing, and small business owners. This stems from my background in the sales and marketing area and my dad being a small business owner. I know what it’s like to be in those fields, I’ve worked with you my whole life and like myself they have young kids and families.
Lastly, I know how important your family's finances are to you, and so I want you to do a little exercise with me.
Imagine for a moment you were taking your kids/grandkids to Disney World.
Think about how you'd plan your travel, choosing the right dates, the best flights, and then renting a car with GPS to get you to your destination as quickly and easily as possible.
That’s what I do for your retirement / finances.
I act as your GPS to get you where you want to go, mapping out a clear path so that you to achieve at the exact financial destination of your dreams.
If this sounds good to you, let's get on a 30-minute, no obligation phone call where we'll identify how you can reduce the taxes you’re paying, increase your retirement income, save more money or retire sooner.
I look forward to helping you reach the financial freedom you desire and deserve.