I am an independent broker, licensed through Motiv8 Investments LLC. and a CPA. My goal is to be the Advisor who cares about you. I work with people to understand their goals, to help them preserve their assets, build assets, create a legacy or simply to create stability and structure in their personal and financial planning.
My mission is to create customers for life among clients who value my advice and with whom I have an integral relationship. I encourage you to explore my site and learn more about the services I provide. Should you have any questions or would like more information on my firm, please feel free to contact me.
My mission is to create customers for life among clients who value my advice and with whom I have an integral relationship. I encourage you to explore my site and learn more about the services I provide. Should you have any questions or would like more information on my firm, please feel free to contact me.
Services
My business was founded with the goal of assisting clients in many aspects of their financial lives. I provide comprehensive and personal services geared to each persons particular tax and financial situation. To create customers for life among clients who value my advice and with whom I have an integral relationship.
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. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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