I have over 20 years of financial services industry experience with expertise in portfolio construction and cash flow and debt management.
Whether you are in the accumulation stage (pre-retirees) or in the distribution stage (retirees), I can certainly help you!
During my career, I have guided and assisted financial advisors with their client achieve their financial goals.
Additionally, my friends and close neighbors have entrusted in me for informal investments and financial guidance.
However, due to the COVID-19 pandemic has enabled me to leverage a venue such as Clarity to provide the same caliber of coaching and suggestive guidance. I will certainly not only educate you, but will guide to financial success!
DISCLAIMER: I am NOT a financial adviser. Our calls are for educational purposes only. While we may review and share ideas, please keep in mind that there is no guarantee of future results. There is of course inherent underlying risks involved as well (and we can certainly discuss).