How Can I Help?

“What makes you smile every day? What fills up your tank?”

These are questions a friend of mine asked me recently. For my wife, it is hosting dinner parties. She loves seeing people come together and enjoys conversations with friends. She does this almost every week now. It is also a great way for me to see her doing the thing she loves.

For me, it is learning improv and performing comedy on stage. English is not my first language, and I never thought I could do that. Now, I regularly go on stage to make people laugh.

I love getting out of my comfort zone to learn a new skill. Life is so much more exciting and fulfilling when I take on and conquer a challenge.

If you pause your busy life for a moment and ponder what fills up our tank, you will likely come away with one of three answers:

1. Relationships: loving and being loved by friends and family
2. Flow: taking on a challenge
3. Causes: working on something higher than yourself.

None of the above takes a lot of money, but it does take time and energy. This leads to the purpose of my work.

When I first started doing wealth management, I thought my purpose was to get a high return for my clients. As my practice developed, I realized that my clients have other financial issues, such as tax mitigation, asset protection, wealth transfer, etc. So my purpose is to watch over all of their finances, making sure everything is taken care of.

Now, I often hear from my clients that they appreciate my services because I give them peace of mind. They know that, as far as financial matters are concerned, someone is watching out for them.  If they ever wonder where they are financially, the answer is always a phone call away.

That’s why I am here for you.

I clear the financial worries from your mind, so you have the time, mental energy and financial resources to do what fills up your tank.

Get my white paper: The Informed Investor: 5 Key Concepts for Financial Success.