Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
I know that after family and friends, money is usually the next thing people care most about. As they say, money can’t buy you happiness...but it can offer freedom and flexibility in life. Therefore, I work to achieve that for all my clients and their families.
I see myself as real-world, down-to-earth person that has a passion for helping like-minded clients better their financial lives. I have chosen SagePoint Financial, Inc. as my broker-dealer because it allows me to be an independent, fiduciary advisor with no corporate agenda that can put the goals of my clients first and foremost without conflicts of interest.