"YOLO - You Only Live Once."

Do you want to go back to work the same old grind?  Want something better;  do you have big dreams for a new career or your own business?  Work How, Where and when you want.  Burned out?  Job Change?  Let’s work on how you can work and invest the way you want.  It is the American Dream - how to have a better life on your terms.

Are you excited about starting your journey?

Learn more

Now let's PLAN for your future!

As a Financial Advisor, I am a fiduciary. As a suggestion do not take investment advice from someone who is not a fiduciary.

Some Important Things We discuss:

  • What has your attention at this moment?
  • What are your goals, dreams and needs?
  • How to Create Retirement Income. 
  • Will you have enough for each goal?
  • Do you worry about your investments?
  • Would it help to review your financial plan?
  • Let's maximize your Social Security.
  • Health Care costs now and when you are older.
  • How to avoid Being a Burden to Your Children.
  • Your Legacy - How do you want to be remembered?
 

 

 

With a PLAN, you can relax!

Financial Planning should not feel like a visit to the dentist.

Tell me, are you saving enough?

Do you have a number? I.E., "I want to have $$$$$ by (age)."

  • When would you like to retire?
  • Or maybe you want to simply work part-time
  • on your own terms.

You and I are going to plan for:

  • Your Needs (basics for living)
  • Your Wants (including goals and dates)
  • Your Dreams (Do you want to travel?)

We will create a well-defined roadmap for achieving those goals. Once you have your roadmap, we can directly access your master plan to tweak and update it, create scenarios, adjust saving and spending to changes in your plans. Your Financial Plan can easily be updated.

My Money

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Investment Services

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Portfolio Review

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...

Your Advisor

Blog

Intro With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused by the COVID-19 crisis feels like a new beast entirely. In many ways, the US’ economy has been turned upside-down by this infectious disease. So, where are you supposed to turn to make an even moderately successful investment? The truth is, there is no one secret to finding investment...
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task. Hiring a financial professional could be one of the best financial moves you make this year. Their utility is far greater than your capacity...