INVESTING IS A JOURNEY. DO YOU HAVE A GUIDE? Many people don't have a clear picture of their financial future. I help people build and follow investment plans so they have peace of mind from now through retirement. 1) YOUR GOAL: Do you have a map for retirement? Do you know where you are on the map? Do you like where you are going? 2) YOUR GEAR: Are your investments right for you/your plan? Do your returns reflect the fees you're paying? Do your mutual fund fees include the map and the guide? 3) YOUR GUIDE: You set the course, I help you get there. My 10+ years’ experience as a CPA at your service. I make a long-term commitment the whole retirement journey. LET'S GO! DISCUSS when and how you would like to retire. BUILD an investment plan that works for you. MEET consistently to stay on track.. Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.