Investment ManagementRetirement PlanningLong Term CareEstate PlanningSocial Security

Investment
Management

I am working with clients, from families to small business owners, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their company’s financial future.

Retirement
Planning

Planning your retirement can be problematic in case you don’t have the necessary knowledge about managing your funds. But everything that concerns retirement planning can be solved easily with our help. If you are wondering how to take advantage of your money and to build a perfect ground for your retirement, try not to spend much money on things you don’t necessarily need. Another good possibility to save for your future is to establish an emergency fund in case you will need your money urgently. With our help you will make a good use of your money not bothering about what exactly you should spend your money on.

Long Term
Care

Interested in establishing a good finish line for your life? Or maybe you are looking for a trouble-free way of guaranteeing a fine senility for your parents. Our team of experts in long-term care can assist you in selecting proper long-time care services to support your parents and relatives at the end of their lives.  Because of the demographic shift and social factors, the importance of long-term care services has increased dramatically during the latest decade. But with our help you will be able to cope with all complications that may appear during providing long-term care services and other support for the elderly.

Estate
Planning

According to the commonly used definition, estate planning is the collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Though estate planning seems to be a good way of saving your property after an accident or an immediate death, it is very important to start working on your estate planning right after acquiring some property or asset base to make sure of its safety even after your leaving.

A large part of Estate Planning & Business Planning is Tax Planning. We work with Tax Professionals and to assist them helping design the best latest tax & expense reduction strategies which mitigate their clients financial risk and increase ROI. The tax codes can be complex and cumbersome, but with our simplified Client Informational Questionnaire Software we are able create a detailed easy to read proposal to help business owners & families alike.  If your a business owner, high income earner or a Tax Professional learn more by clicking>> Business Financial planning for more information. Our experts will be glad to give you any necessary recommendations and share their knowledge with you.

Social
Security

These two words signify the US program intended for securing the elderly, survivors, the disabled and those people who need support in case of losing their labor ability. Our company has always regarded this type of insurance as the most important one, because even those people who have a stable place of work at a certain point of their lives can require some additional help from the state and society. Our financial advisers can offer you all necessary services on preparing the base for your social security and develop a personalized program of payments to secure you from any troubles.

How we organize our work:
  • Collaborate with a Team of Specialist, Research market ideas and utilize proprietary software that helps us to analysis and create holistic strategies that are going to work best for your situation
  • Develop and manage customized solutions for the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices
  • Advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment
  • Help clients navigate today’s evolving markets and identify the opportunities that shape their portfolios and long-term investment goals

I review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet my clients’ needs I use a variety of methods to properly manage your assets.

A big piece of this process I call “multi-dimensional diversification.”  This involves multiple asset classes, multiple management styles at both strategic and tactical levels, and often multiple managers.

While I have a variety of services for my clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).

Frequently Asked
Questions

How to Switch Banks?

  • If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Can I get help with my credit card debts from a financial consultant?

  • Absolutely. Clients can work with a licensed financial consultants to pay off their debts and get back on track financially. Financial consultants have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Why should I work with a Financial Consultant?

  • Most commonly, individuals seek the help of a financial consultant for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial consultant.

I am already in debt. How can I afford save, and payoff debts?

  • With the help of a financial consultant you can become debt-free, save for retirement and college planning all without having to alter your current lifestyle. We help you find the money.

Possible Risks

  • Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.
  • Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation.

Let`s start planning your financial future today

Talk

  • Actually, I’ll listen as you explain your needs, dreams, and fears. Then I’ll design a personalized plan that explains how we can help you reach your financial goals.

Act

  • We work together to implement the plan. Then I keep you updated on where you stand and adapt the plan as life happens.

Relax

  • I`m here for you whenever you need. Call me at any time, for any reason. Buying a new car? Ask my advice. Been offered a new job? Give me a call. Daughter got engaged? Congrats – I`ll help you figure out how to pay for the wedding!
Get Started Today!

I will help you to understand:

  • Retirement Financial Planning with Wealth Creation
  • Strategic Tax Strategies to Mitigate Your Tax Obligation
  • Asset Protection
  • Investing for Retirement with Tax-Free Insurance Plans
  • And more other instruments

To find out more please download our
Free E-book or get Free No Obligation Consultation