After 30 years in the insurance and financial service industry, I’ve found that the “traditional financial service industry” is riddled with biases that the consumer is, unfortunately, unaware of. These biases constantly put the large corporate interests and objectives above the goals and objectives of their clients. This exposes the consumer to unnecessary risks and consequent losses of 35 – 55% from time to time that may be impossible to overcome. We all know that the markets are cyclical, but that does not mean we need to experience these unpredictable risks and losses. This is where “tactical money management” makes a substantial difference.
After realizing this and with the crash of 2008, I’ve made it “My Mission” to help my clients avoid these exposures aligning them with tools and investments to mitigate their downside risks while securing very positive returns with investments that “fit their investment profile.” As an Investment Advisor Representative (IAR), I have a fiduciary responsibility to my clients, and “I feel that the client should receive strong positive returns with the least amount of risk.” I will continue, as always, to put my clients’ needs and objectives first and give you “Peace of Mind.”
My client’s retirement and other financial goals take on many forms and objectives, and with the proper planning, assets can be protected, taxes reduced, and they can comfortably look forward to retirement knowing that their money will be there for them as their goals are achieved. “I want to assure you that I can reduce the unrealized risks in your investments, and still achieve very positive returns to conservatively meet all of your investments goals and objectives.”
“It’s all about capital preservation and having “Peace of Mind” as you fulfill your life’s dreams.” I look forward to serving you.
