Financial Security Advisor
I understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach through an integrated planning process. After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Loss aversion and investing in a volatile market
Feb 15, 2021 - Freedom 55 Financial
Loss aversion is the idea that investors who are so fearful of losses focus more on trying to avoid these losses than on making financial gains. When the market feels risky this fear can intensify and lead some to not invest at all...Read more
What documents and receipts to keep for filing your taxes
Feb 01, 2021 - Freedom 55 Financial
Need help figuring out what you need to submit? This guide can help you prepare...Read more