Helping Medical & Dental Professionals Get Organized via a Financial MRI
If offered Tiger Woods’ golf club vs. Tiger Woods’ golf swing, everyone would take his swing. It is the skill that makes him so successful, not just the club in his hand. Financially, people try to obtain the best financial clubs (i.e. best real estate, best businesses, best investments, and best insurance); however, most people do not understand how all of their financial decisions are interconnected and how a successful strategy will allow them to not have to chase after the newest products or chase after a rate of return to be financially successful. My goal with my clients is to teach a successful financial strategy which will result in taking pressure off of their financial products to over perform.
I founded Doctors Asset Group on the core principles of F.I.S.T. (Family, Integrity, Service, and Transparency). Family is first and foremost. Nothing is more important than family. Integrity to our clients, in the industry, and to the people our clients introduce us to. Service to our clients and to the local and global community. Transparency in our actions and conversations with clients with the expectation that there is nothing to hide ever. Bringing truth, fears, and concerns to the surface will result in better communication.
Growing up on the beaches in NJ, I love enjoying the sunshine, working hard while enjoying a proper pace of life once the day is over, exercising (particularly Cross Fit and Boxing). I love coaching whether that is clients, new professionals in my office, or helping community organizations maximize their abilities.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of Guardian