Introduction of Services As your registered investment advisor I will answer your personal finance or money questions
As a registered investment adviser, I'm here to address any personal finance questions you might have. It's no secret that consulting with a financial advisor comes at a cost; back in 2018, the average fee to sit down with one was $231 per hour.
In the United States, less than half the population is prepared for a $1,000 emergency, and yet, 75% manage their personal finances without the support of a financial advisor or any online tools. Notably, research from Morningstar, Envestnet, and Vanguard indicates that professional financial guidance can potentially enhance investment returns by an average of 2.5% annually compared to going it alone.
To put it into perspective, over a 40-year career, two individuals with the same income who invest without professional advice could see a significant difference in their savings. The individual who does not employ a financial advisor and earns 2.5% less each year on investments could end up with roughly 50% less in their portfolio than someone who does use professional services.
As a Certified Financial Advisor, my expertise encompasses a broad range of areas, including:
Economic Principles
Stocks & Bonds
Mutual Funds and ETFs
Options
Real Estate
Commodities
Investment Analysis
Debt Management
Tax Considerations
Retirement Accounts
Insurance
| Shop Location | Bermuda |
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