Our economy is constantly changing. There are risks and opportunities around every corner. Inflation, Recession, Big Trends, and more. You want a financial advisor who understands these changes and evolves their thinking to meet the growing needs of clients. A financial advisor who stays ahead of current trends, investment strategies & technology. A financial advisor who understands your needs & addresses them in a way that you can easily understand. A financial advisor who will make your life better.I am a wealth manager & principal at Innovative Advisory Group, a wealth management firm. I work with individuals & their families to advise them on financial matters, including financial planning, risk management, portfolio management, estate preservation, cash flow management, and advanced tax planning. I specialize in planning for retirement, risk management strategies, college funding strategies, and alternative investments held in a self-directed IRA or self-directed 401k. Alternative investments such as: real estate, precious metals (gold & silver), tax liens, horses, franchises, private company stock, etc➨ The best ways I can help you✓ Portfolio Management - I have an innovative risk-managed approach to investing. Learn more about how I can help you manage your wealth http://bit.ly/2tPYcig✓ Risk Management - I have experienced multiple bear markets and recessions. I know how to manage risk. Managing risk is one of the most important factors in portfolio management and it is one of the least appreciated. We have a "risk management first" philosophy at IAG https://bit.ly/3dcVpdp✓ Self-Directed IRAs - Why limit yourself to investing in the stock market? I have an extensive understanding of the regulatory and financial considerations involved with investing in alternative investments inside retirement accounts (IRA, 401k). If you want to know more http://bit.ly/2UdXY0g✓ Alternative Investments - Our portfolios are not limited to investing in stocks, bonds & mutual funds. I can help you invest in your passion: real estate, private mortgages, tax liens, private company stock, horses, cryptocurrency, etc✓ Financial Planning - I can help you construct a financial plan for you & your family that meets your changing needs. We specialize in, planning for retirement, college funding strategies & complex executive compensation strategies.Contact me today to learn how I can help you: https://bit.ly/3SydbYh➨Check out my podcast: https://bit.ly/3xYVPLQ➨Check out my blog: https://bit.ly/3SAqIOh➨Sign up for my Private email list: http://eepurl.com/bitc9r
Listed skills include Investments, Wealth Management, Financial Advisory, Investment Management, and 55 others.
