In a sea of constantly moving variables, navigating the markets (an art and science unto itself) and your financial future ( think taxation, IRA's, life insurance, pensions, other critical insurance, the amount needed for your retirement, estate planning) and the situation can be over-whelming. We cannot see the future, so at best we can imperfectly try to predict it based on historic data and patterns that can often repeat.
In order to successfully navigate and compute all of the above variables and potential changes so that you can both protect and maximize your financial future, you need an uncommonly clear head which comes from experience, expertise, knowledge and the ability to adapt. It's not unlike any profession. However, when it comes to your finances the wrong decisions can have an irreversible impact on your life and loved one's.
As a former airline pilot many years ago, you qickly learn there is no room for "error". The entire process from take-off to landing requires meticulous attention to detail and any flaws in judgement can have life and death implications. This training has served me well over the 28 years of my financial advisory career. We have a significant ammount of money under management for our clients and this alongside each families complex financial situation and requirements requires precise calculations, ongoing calibration and clear navigation.
A clear head comes from years of experience and significant expertise. Worrying about finances, investments and one's financial future is very common. Having a trained financial pilot by your side can do wonders for providing clarity, greater ease and a better shot at arriving at your financial destination.
You are invited to a private and informal chat to discuss your portfolio, financial questions and concerns. This is complimentary, confidential and without any further obligation. You can call us 925.906.9800 or send us a request through our website.
We look forward to meeting you.