As a Fiduciary Investment Advisor, versus an employee or agent of a particular investment firm – I am obligated to put my client’s financial welfare first when making investment decisions.
It is my privilege to act in your best interest, but it is also my duty. I pledge to put your needs first and act with good judgment, skill, care, and diligence.
I manage investors’ money for a living – specializing in fee-based, discretionary money management. This means no commissions, just a fee on the assets managed. This means I have a vested interest in seeing your assets grow. Do you find the supervision of your portfolio by someone with no conflict of interest to be a motivating factor? If so, it would be an honor to help manage your portfolio.
As a GWN Securities, Inc. representative, I have an unbiased view of the markets and you get access to almost all financial investment companies from a truly independent Investment Advisor. The only person I am beholden to is you. I seek out the most cost-effective programs and strategies that best suit your needs and tailor an investment portfolio for you individually.
My 20+ years of experience in the financial services insurance industry also guides me to propose the right mix of affordable coverage to protect what matters most — your family.
I focus on advising individuals regarding Individual Retirement and Non-Retirement Investment Accounts. Many clients need help with rollovers or transfers from prior employers. This often means guiding their investments and lowering overall costs while increasing investment options with a more expansive range of investments … Stocks/Bonds, ETF’s, Mutual Funds that we move out an old employer plan(s).
When it comes to financial portfolios, retirement planning generally means setting aside money or other assets to obtain a steady income at retirement. For most, the goal is to achieve financial independence, so the need to be gainfully employed is optional rather than necessary. I have held a passion for investing and studying the financial markets my entire life. Pair that with my calling to help others realize their goals, and it’s easy to see why I feel blessed to serve as a Financial Advisor. The post-work goals of my clients drive me to make smart investment decisions based on individual risk tolerance and timeline. I will work with you on an ongoing basis to implement and modify a plan customized to fit your individual needs and goals.
I am honored to use my experience and knowledge to explain complex financial concepts in plain English, rather than Financialese. I want my clients to comfortably understand investment processes and strategies so they can make informed decisions regarding their assets.
When you hire me, you will find the old saying holds true: “If you love what you do, you’ll never work a day in your life.” I truly love what I do, so it doesn’t feel like work. I am simply helping others with timely, friendly personalized service. If you’d like a second opinion or are unhappy with your current portfolio, call me for a complimentary portfolio review at: (516) 678 – 8901
Assisting Businesses or Self-Employed Individuals with Employer-Based Retirement Plans: 401(k), Individual 401(k), SIMPLE, SEP IRA
Searching for an affordable Individual Health Plan? We are your local source for quality, affordable coverage and enjoy helping clients
read moreAlso Serving White Plains, The Bronx, Queens, Long Island, and Surrounding Areas. Are you looking for long term care insurance
read moreProtect your income with Disability Income Insurance coverage from BENEFITS SUPERMARKET today. Most Americans do not realize the importance of
read moreI develop and implement investment strategies for my clients determined by time horizon, risk preferences, return expectations, and market conditions. I will conduct an interview to fully understand your investment needs so that I may achieve this end most successfully.
No financial advisor can promise specific returns, but people who work with a financial advisor can feel more confident when making decisions and motivated to stay on track with savings. Many feel less anxious about the future when they can see retirement savings grow. You may find it advantageous to review the latest financial strategies and opportunities with me. After all, retirement doesn’t usually provide a second chance to get it right!
Keeping clients’ financial strategies current and up-to-date is one of my core objectives. Increased economic turmoil, family additions and losses, changes to employment, and aging toward retirement are just a few of the reasons it can be important to sit down with me to evaluate a retirement strategy tailored just for you. The information may be priceless to your financial success.
Focusing on this element could be a key to investing for the long term. Why? Because dividends have historically accounted for what some consider a large portion of total return. Capturing a rising dividend income stream (as companies raise their dividend payouts) can be one of the most powerful ways to plan for retirement.
It isn’t simply how much money goes into your pocket — it’s how much money stays out of Uncle Sam’s. Part of my expertise is finding strategies that allow clients to reduce or defer taxes, while also maximizing their investment portfolio.
Planning for retirement can be difficult. An annuity provides safety of principal, income payments that you never outlive and a death benefit for your beneficiary. If you’re looking for competitive investment returns and tax deferred growth, an annuity might just be the right answer.
Contemporary retirees live much longer than past generations and some people worry about running out of money in retirement. In today’s job market, offering employer-based retirement plans is a great way to attract and retain top talent, incentivize performance, and possibly lower company taxes, while helping employees. Some current strategies may be superior to older traditional advice … let’s sit down and make sure your plans are up-to-date with objectives and strategies that reflect current market conditions.
Some easy-to-understand definitions for economic and personal finance terms many clients find helpful.
Ⓒ 2023. Powered by Sweeney
Have any Question? Ask us anything, we’d love to answer!
We’re here to listen:
Receive resources & tools that can help you prepare for the future. You can cancel anytime.
© 2021, Instive.
All Rights Reserved by Instive LLC
