Personal Information
Organização/Local de trabalho
Hartford, Connecticut Area United States
Cargo
Financial Advisor at Infinex Financial Group
Setor
Finance / Banking / Insurance
Sobre
I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these.
My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve ...
Marcadores
retirement
healthcare
millennials
ira
401k
investing
investment
taxes
529 plans
social secruity
college planning
self-empoyed
403b
medicaid
medicare
finance
credit cards
debt
charity
life insurance
charitable giving
financial services
financial
new job
caregiver
#finance
#year-end
#donating
#charity
long-term care
senior citizens
Ver mais
Documentos
(6)Personal Information
Organização/Local de trabalho
Hartford, Connecticut Area United States
Cargo
Financial Advisor at Infinex Financial Group
Setor
Finance / Banking / Insurance
Sobre
I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these.
My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve ...
Marcadores
retirement
healthcare
millennials
ira
401k
investing
investment
taxes
529 plans
social secruity
college planning
self-empoyed
403b
medicaid
medicare
finance
credit cards
debt
charity
life insurance
charitable giving
financial services
financial
new job
caregiver
#finance
#year-end
#donating
#charity
long-term care
senior citizens
Ver mais