I am a CERTIFIED FINANCIAL PLANNER practitioner and Accredited Portfolio Management Advisor. I help advise and execute on issues pertaining to the needs of business owners, families, and individuals. Having 18 years of financial experience, I've seen almost every financial situation and have worked to develop strategies to improve the lives of my clients.
Planning your income during retirement can be daunting. I'm here to help you understand cash flow and provide guidance for potentially increasing your net income. Retirement planning also includes estate planning and preparing for the unexpected. Most people unwittingly leave more money to the IRS than necessary.
Planning your income during retirement can be daunting. I'm here to help you understand cash flow and provide guidance for potentially increasing your net income. Retirement planning also includes estate planning and preparing for the unexpected. Most people unwittingly leave more money to the IRS than necessary.
Services
Major implications of Biden's new "American Families Plan" is targeting households with incomes $400,000 and above. Something very apparent in L.A. is the number of young people driving around in half a million-dollar Ferraris. Maybe this is their. Nothing is certain but death and taxes, unless you're a billionaire or if you read the book, Tax-Free Wealth^1.
Nothing is certain but death and taxes, unless you're a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of. The decline of the US dollar was a surprise to those who thought the strength in the US economy would be reflected in the dollar, as this. When we thought there was enough chaos this week something a little less known but also chaotic was the impact of Brexit on many expat.
When we meet for the first time, I'll ask about your short-term and long-term and help you prioritize those goals. It will be helpful to bring all your financial documents with you to the first meeting, including tax returns, pay-stubs or income details, Social Security statements, investment statements, insurances (life, disability, home/auto, health), and anything else that may help make our meeting more efficient.
Financial planning and investment solutions for Americans who are international. Whether you're retiring abroad or are employed overseas, I remove the complexity around money management, saving for your goals, and protecting against the unexpected for US expats around the world. Planning for the future doesn't stop when you move abroad.
Unlike a broker-dealer, I'm a registered investment advisor and cannot charge commissions on investment products. This is one of the biggest distinctions when working with me. You'll know exactly what the fees are ahead of time instead of after the fact. Not being able to charge commissions on investments also removes a very important conflict of interest and ensures that our interests are always aligned.
