Having been in the finance industry for 15 years and a financial planner since 2001, I have a wide array of experience that can help clients in many aspects of their financial situation. I use a holistic approach in order to optimize a client's overall situation. With your financial plan in hand, you will have a better outlook on your situation and the steps required to achieve your financial goals, be it preparing for retirement or any other goal that is important to you. My commitment is to be there for you, to accompany you in the execution of your plan.
I give all my clients the best advice possible to improve the returns of their portfolio. Tax optimization is also an important element to consider in order to maximize after-tax returns, be it during the accumulation phase or the utilization phase.
I use model portfolios so that each dollar will be invested in a portfolio in which the client feels confident. An on-going review of the chosen investments along with a close tracking of the asset allocation allows me to maintain a diversification that corresponds to the client's investment profile.
For 15 years, I've gotten a great sense of pride from helping families like yours, in reaching the financial goals that are important to them. Contact me now and let's take the time, together, to establish your plan and start on the road the reaching it.