Many of us are likely to live through two financial periods in our lifetime, an accumulation phase and a distribution phase. And throughout them, a series of common and unique financial threats exist for each that risk our lifetime’s pursuits, enjoyment, and achievements. I educate corporate executives, professionals, entrepreneurs, and families through a process to discover their own financial threats and then develop safeguards to avoid, reduce or eliminate them. These strategies address one’s cash flow; identify the 12 ways to protect themselves; how to grow their wealth by proper savings rates instead of chasing high rates of return; and help to position one’s lifetime savings to achieve higher sustainable retirement income without settling for the “living off the interest” method. And finally, provide a legacy for their children, grandchildren, and charities.
And when I am not working with clients, I enjoy spending time with my family, traveling, and doing numerous outdoor activities like sporting events and boating.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.