With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
I work with clients to plan for their retirement, with majority of my clients being people who are transitioning from one job to another.
I often see people who believe that they are doing everything in their power to plan for retirement by simply just contributing to their employer-provided plan. More times than not, there are many other options available to them that they are unaware of. This is especially true when leaving an employer to start a new career. Typically people decide to leave their retirement funds with their previous employer because they don’t have time or they don’t want to go through the process of rolling it over. This may not be the most suitable option for you. You could be losing out on a lot and not maximizing your results to its full potential.
Everyone I work with goes through financial analysis that allows us to accurately measure what your goals and objectives are. This allows the clients to see clearly see what shortfalls and surplus exists for them and how we can address it based on the goals and risk tolerance. This is the most important stage in our process which is very helpful. The best part is the financial analysis is complimentary for clients and potential clients.
During these meetings, we discuss your goals and objectives, any concerns, educate you on the options available to you, evaluate your current assets and go over personal/financial information in order to determine what the right next step would be.
Here, you'll find valuable information for evaluating your current position and progress toward your financial goals. There are educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll find calculators that will help you assess your current and future needs.
Visit often, as content is constantly changing. For help with your financial management, or for more information on Equitable and to receive a complimentary financial analysis, please book a meeting today!