Financial planning is more than just numbers: it’s the people and dreams behind the figures that matter the most. As an Assante Financial Advisor I can help you gain peace of mind and achieve your dreams and goals for the future, whether it’s a worry-free retirement, planning a business, sending children to college, fulfilling a lifelong ambition or leaving a legacy to your loved ones or a cherished cause. Managing your wealth can be complex and time-consuming. I can help by simplifying your life by addressing all aspects of your financial well-being from Investments and Insurance to Tax and Estate planning. Supported by a team of professionals, including lawyers, tax accountants and financial analysts, I can help you make the right decision about your wealth and help you build the future you desire. “I use a managed money approach.” I apply my 10 years of experience to design a strategy for each client. I find the right investments for my client's needs throughout the different stages in their lives. If you are looking for a second opinion or financial solutions that will enhance your life, then please contact me for a confidential consultation.
Will Higher Inflation Lead to Higher Returns?
Nov 15, 2021
What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....Read more
Energy Gridlock: The Sign of Economic Slowdown?
Oct 27, 2021
Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....Read more
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