Introducing your personal financial plan design services as your registered investment advisor
As a Registered Investment Advisor, I specialize in crafting Personal Financial Plans tailored for my clients. My expertise encompasses a broad spectrum of personal finance areas, including:
Economics
Securities such as Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Options, Commodities like Gold and Oil, Annuities, and Variable Life Insurance
Investment Portfolio Strategies, Techniques for Asset Allocation, and Risk Management
Tax Planning
Insurance Analysis including Life, Disability, and Long-Term Care
Stock Market Investing
Performance Measurement
Retirement Plans including Traditional IRA, Roth IRA, SEP IRA, Keogh, 403(b), 401(k), Roth 401(k), 457(b), and SIMPLE Plans
College Funding through Section 529 Plans and Coverdell ESA
Health Savings Accounts (HSAs)
Estate Planning
Business Structures such as S-Corp, C-Corp, LLC, Sole Proprietorship, and Partnerships
I also possess considerable expertise in real estate investments, including property flipping and rental management.
According to a 2018 survey by Kitces, the national average cost for a Personal Financial Plan is $2,361, while the average hourly billing rate for financial advisors is $233.
My Personal Financial Plans are designed to provide savings that exceed the cost of my services.
| Shop Location | Bermuda |
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