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Frequently Asked Questions
What sets you apart as a financial advisor?
I bring over 30 years of experience in insurance and investments to my practice. My commitment to guiding clients with sound strategies distinguishes me as a dedicated advisor.
What types of clients do you work with?
I specialize in serving pre-retirees and retirees, particularly those within 10 years of retirement. I assist clients in developing personalized investment strategies and income plans tailored to their unique financial goals and circumstances.
What services do you offer?
I provide a range of services including investment strategies, retirement income planning, risk management, and comprehensive financial planning. I craft customized plans that cover investments, retirement, insurance, and more to help clients achieve their financial goals.
How do you approach investment strategies?
I take a personalized approach to investment strategies, tailoring plans to each client's individual needs and objectives, focusing on asset allocation, diversification, and risk management to optimize returns while minimizing volatility and focusing on long-term financial growth.
What is included in your retirement income planning?
My retirement income planning encompasses a comprehensive overview of strategies to help build a steady income stream during retirement. This includes maximizing Social Security benefits, pension optimization, annuities, withdrawal strategies, and consideration of factors such as healthcare costs and longevity.
How do you address risk management?
I employ a proactive approach to risk management, leveraging strategies such as insurance products, emergency funds, and estate planning to protect clients' assets and mitigate financial risks. I also conduct a thorough risk assessment and develop customized plans tailored to each client's unique circumstances.
What are the benefits of comprehensive financial plans crafted by you?
Comprehensive financial plans offer numerous benefits including peace of mind, goal clarity, and flexibility for life's changes. I integrate various aspects of financial planning, including investments, retirement, insurance, and estate planning, to create cohesive plans that address all aspects of clients' financial lives.
How can I schedule a consultation with you?
Ready to take control of your financial future? Schedule a consultation with me today to discuss your specific financial needs and goals. Simply click the "Schedule Consultation" button on this website or contact me directly via phone or email to get started.
Advisory services offered through TACTIVE ADVISORS, LLC, a Delaware limited liability company.
We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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