Simplify Finances. Build Wealth.
As seen in:
Like other parents with young kids, do you wonder about
College Savings
Are we saving enough for college? Are we investing in the right investment vehicles?
Retirement Planning
Are we investing correctly? Are there better ways to save for retirement? Am we on track to retire?
Pursuing Dreams
Do we have enough money to travel, buy a second home, or follow our passions?
Estate Planning
How do we protect our loved ones if something unexpected happens? How do we minimize lifetime taxes and pass our hard-earned money to our loved ones?
What we offer
Here are some components of financial planning we will cover together.
Investment Analysis
Develop an asset allocation strategy to meet your financial goals and risk tolerance, and provide information on investment vehicles and strategies.
Employee Benefits
Review and analyze whether you are taking the maximum advantage of your employee benefits.
Risk Management
Analyze your exposure to major risks
that could have a significant adverse impact on your financial picture, such as premature death,
disability, and property and casualty losses.
Tax Planning
Minimize current and future income taxes as
a part of your overall financial planning picture.
Retirement Planning
Project the
likelihood of retiring at your desired age and recommend changes to allow you to retire when you want.
College Planning
Project the amount needed to achieve college or other
post-secondary education funding goals, and advice on how to save the desired
amount.
About
I spent a decade in the financial industry, most of them managing more than 800 million in institutional dollars. After learning from my personal financial mistakes, I started my YouTube channel to educate people on the basics of personal finance and investing.
While YouTube allowed me to help more people, but I wanted to help people more. To be able to offer financial advice tailored to your unique circumstances, I registered as an investment advisor in the state of Maryland, after passing the CERTIFIED FINANCIAL PLANNERTM exam.
I live in Maryland with my family but can work with you as long as you live in the United States and have internet connectivity.