Why Choose Us?
There are over 300,000 “financial advisors” in the United States. Some focus on life insurance, some focus on investments, some on annuities.Some are tied to one company and promote specific products only for that company. Some make commissions and others charge fees.
Then there are the “unlicensed” financial advisors. Your friends, colleagues, neighbors, news channels and sites, financial entertainers.It’s a lot. So much, that you choose to, 1, figure it out yourself. 2, procrastinate. Or 3, go with someone you know or are introduced to.This last one is how we built our business from nothing, growing only by personal introductions from friends, colleagues, families, and acquaintances.
People choose us and introduce us for the following reasons
Information is not the problem. You can search for anything you want and have the answer in real time, anytime. What you need is a filter. A filter of all this information that can be applied to your situation, and your projected future self. This is our specialty. We the filter.
What is optionality? Optionality is present when you’ve used your planning with a foundation to maximize the amount of options in the future. The future is unknown, making planning for the future feel incomplete.By planning for multiple future outcomes.
Certain risks, investing for example, one can afford to retain. Others, like protecting future income, are better transferred to an insurance company. We help you discover which risks to transfer, which to retain, and the most cost-effective way to do it.
If you leave NYC for London, and your course is off by 1 degree north, you may not realize it in the middle of the ocean. You will, however, realize it when you get to the Arctic Circle. Savings and investing habits work the same way. Small shifts over time can create massive shifts decades later.
We do not use fancy charts and graphs to help you take action. We present you with easy arithmetic, filtering the complex into manageable steps. If you can see the numbers, how they were calculated, and it’s easy to understand, you are more likely to act.