I approach every client with a blank slate with no preconceived notion of what you need because of what you look like or how much money you have. I understand that everyone is different -- and will need a different set of strategies for reaching their financial goals with confidence.
Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with me, I’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs with no hard sells or complicated jargon. I promise.
If investing were easy, anyone could do it. But it’s not. Doing it effectively takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. This is precisely what I bring to bear when I help you come up with a sound investment strategy.
Only 23% of workers say they’re very confident about saving enough for a comfortable retirement.* My job is to make sure you’re one of them. I’ll help you understand how much you should be saving, how much you should be investing, and what you might expect to have when you are ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.
*2019 Retirement Conference Survey Summary Report from the Employee Benefit Research Institute in Washington DC should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.