SUMMARY for Financial: Over 24 years of providing financial advice, supervisory compliance and audits for broker/dealers and registered investment advisors. Over 1,000 financial plans and counting created and presented to clients. Also, over 500 retirement income projection plans, social security optimization scenarios and pension optimizations created and presented to clients. Provide financial advice based on a financial planning model which includes Holistic Planning. Tax Preparation and Tax Planning. Trading, Asset Allocation, Portfolio Analysis and Financial PlanningBranch Audits. Coaching financial advisors on best practices. Presenting Compliance TrainingReviewing marketing materials and correspondence. Trade and suitability reviews. Offered mortgage and insurance solutions. Presented overall process improvementSUMMARY for Real Estate:Managing Broker and Realtor in IL & IN. Realtor in MI specializing in lake properties. By Referral Only and Current clients. Member of the Chicago Association of Realtors (CAR), the National Association of Realtors (NAR), the Illinois Association of Realtors (IAR), the Michigan Association of Realtors (MAR) and the Multiple Listing Service (MLS)Helping clients with buying, selling and leasing propertiesNegotiate best value for my clients, often based on comparable market analysisRelocation Specialist. Distressed Properties – Short Sales and ForeclosuresRental Properties. Investment Properties – Residential and Commercial (including franchise purchases). Vacant land and lots. Ensure client is informed throughout the entire process. I help clients achieve their financial objectives - prudently and thoughtfully - through a long term relationship based on trusted and knowledgeable adviceMortgage Loan Originator, NMLS # 2274833Licensed in AZ, CA, CO, FL, HI, IL, IN, MI, NC, TX and WAMortgage Brokerage Services offered through:NEXA Mortgage www.NEXAmortgage.com, LLC NMLS# 1660690Corporate Address: 3100 W Ray Road #201 Office #209, Chandler, AZ 85226Company State License #: AZMB - 0944059NEXA Mortgage LLC is an Equal Housing LenderTexas Complaint and Recovery Fund Notice https://bit.ly/3B5pAfzApply for a Loan: https://www.blink.mortgage/app/signup/p/nexamortgage/kieroninalsinghAccess Your Credit Report: https://kieron.startmyapplication.com/smaweb/index.jspNMLS Consumer Access Link: https://nmlsconsumeraccess.org/TuringTestPage.aspx?ReturnUrl=/EntityDetails.aspx/COMPANY/1660690