Financial Advisor, AIF®, CRPC, MBA
Fascinated at an early age by the financial markets, and declaring to myself that money makes the world go around, I decided to pursue a career in Finance to have a greater understanding of the financial world and to have a profound positive effect in my life and the lives of others. Money holds a peculiar power over people like nothing else in life. It drives us, consumes us, confounds us, and thrills us all at the same time. My mission is what inspired me to become a financial advisor in the first place; to eliminate the mystery surrounding investing through investor education / seminars and building valued client relationships.
With a career in the financial services industry spanning over 20 years, I have experienced and learned from the evolving financial markets changes and economic cycles to understand that wealth can be created for long term investors. As an investor you can control risk exposure, but not the underlining risk of a security and the different dynamics that affect the financial markets. The financial markets are here to stay, they are the foundation of our global economy. The easiest way to make money is to have your "money making money", to potentially accumulate wealth. If you only had to decide whether to invest in stocks, bonds, mutual funds or a combination thereof, it would be simpler. Unfortunately, the investment landscape may be more complicated to navigate. There are numerous investment models, and a diverse array of investment products available from which to choose. Many investors are still tempted to venture out on their own, but as you try to map out a financial or investment plan, you may find yourself stuck in park, overwhelmed by all the possiblities. I encourage you to review your financial goals and risk tolerance for investing, and commit to being a long-term investor. In my experience, long-term investing and financial planning is key to accumulating wealth.
Partnering with me as your financial advisor, I will listen to you to develop a customized financial plan for managing wealth, with an unprecedent level of personalized service. I will help you sift through what you read and hear in the news, differentiate between valuable information verses media hype. I will provide ongoing guidance during financial markets volatility, changing economic cycles, and continue to listen to you through your changing life cycles for investing / financial planning.
I hope your visit to my website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial planning. The website is to help you gain a better understanding of the financial concepts for investing, retirement, insurance, estate planning and wealth preservation. I am here to help you explore the concepts of financial management, and to work with you to help achieve the financial future you would like to enjoy tomorrow. click here to contact me for any information...
Newsletters
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
-
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.