I specialize in holistic financial planning, specifically encompassing three main areas. Risk Management, Accumulation and Distribution.
Risk Management: I offer protection solutions in terms of protecting clients’ ability to earn an income in case a disability or illness prevents them from working; protection against clients draining their and their family’s assets in the event of a long-term care situation, and protecting their family’s livelihoods in case they aren’t alive to bring in an income.
Accumulation: I offer the peace of mind of managed money in IRA accounts (specifically rolling over old employer sponsored retirement accounts), pre- and post- tax retirement accounts, and children’s life insurance policies that could allow newborns to retire tax-free millionaires.
Distribution: I create self-funded pension plans, establish non-correlated assets for clients to withdraw from during a down stock market, and ensure proper estate planning to avoid probate after death.
Financial Services Professional
Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company
8000 IH 10 West, Suite 800
CA Lic. # 4195979
TX Lic. # 2664345
AZ Lic. # 19861333
FL Lic. # W839748