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Financial Advisor Doing Annuity Investment Planning with Client

ARE YOU ON TRACK FOR RETIREMENT?

TAKE CONTROL OF YOUR FINANCES

PERSONAL
FINANCIAL DASHBOARD
AT NO COST TO YOU!

Track your net worth

Track your cash flow

Create retirement forecasts

Create savings goal

& More

Aesthetic Download Our App With Phone Mo

MEET WITH AN ADVISOR

  • Available Online

    Complimentary Financial Interview. Also available via Zoom.


    30 min

  • Available Online

    Complete review of your financials followed by a full report


    1 hr

    From 395 US dollars
  • Available Online

    Meet with your Financial Advisor to review your progress.


    1 hr

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OUR APPROACH

We use a dedicated approach that puts clients first. Money is personal. We believe investors deserve a partner that will provide them with a bespoke investment experience tailored to their personal needs and objectives.

  1. START SMART: First we gain a thourough understanding of each client's current financial situation, goals, and objectives, incorporating six universal considerations of holistic financial planning. At this time, we also evaluate each client's market risk tolerance, via. proprietary algorithm rooted in the well-known Value at Risk  (VaR) measurement.
     

  2. APPLY DISCIPLINE: Next, we design an investment strategy that aims to optimize our clients' wealth and protect their finances, keeping each person's goals and objectives at the forefront of our planning process. 
     

  3.  COMMUNICATE PROGRESS: Lastly and continually, we wok to ensure transparency of the investment strategy by providing visibility, proactive outreach, and accessibility to our team. 

We develop a holistic investment plan for growing and protecting wealth. Our success relies on strong relationships we build with our clients where communication thrives and expectations get met.

The Financial Planning Process

C

COMMITMENT

Committed to help you achieve your financial goals and assist during the journey.

I

INTEGRITY

Providing you solutions through analysis, planning, & education that puts your needs first.

C

COMMUNICATION

Effective communication serves as a strong foundation in building a lasting relationship.

D

DISCIPLINE

Staying focused on your goals, and taking the steps needed to help you succeed.

OUR CORE VALUES

We'd love to hear from you

888-373-2608

8400 NW 36th St Suite 450
Doral, FL 33166

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