Financial Planner
CurrentAs a Chartered Financial Consultant (ChFC) I see my role in my client’s lives as using my background, expertise and experience to communicate the often-dry aspects of financial and investing advice into language that is more meaningful and relevant, and that in the end empowers them to make better financial and investing decisions. Many of my clients are successful business owners and corporate executives – who are typically highly energetic, busy people who value having a 'trusted adviser' relationship – someone who helps take care of the financial complexities in their life and ensures their interests are looked after.If this sounds like the type of advice and guidance you are seeking, I can help you: - Identify your retirement lifestyle goals and create an action plan to help achieve them - Update your estate and wealth transfer plans - Get the most from your company stock options - Review your existing investment and retirement accounts- Create a comprehensive personal financial plan - Generate the income you need to maintain your desired lifestyle- Understand your options if you or your spouse were to lose your health in retirement - Review business succession options Having taught the American College's Estate and Business Planning professional development courses for many years and as an avid public speaker, I am always open to speaking engagements on the topics of retirement income planning and investing, business succession strategies, estate planning, investment management, or related topics._______Privacy policy: http://bit.ly/finivi_privacy Disclosure Brochure: https://www.finivi.com/wp-content/uploads/2024/03/Finivi-ADV-2-29-2024.pdf
