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I don’t know if you have any idea how wonderful it is to have you handle my finances... and I would do it all again in a heartbeat
I am excited to be able to offer my clients, one more Unique Planning Experience, with the new Assante's Charitable Giving Program. This program allows you to incorporate philanthropic giving into your wealth plan with the use of donor-advised funds through Benefaction, a registered charitable public foundation.
Big Decisions to Make! Do you know all options available when key financial issues arise?
You Work Hard! Who works to manage planning for your financial future?
You are busy! Life is complex and there isn't enough time in the day to really follow all the investments and understand your best options. We help to simplify things and do this for you.
Welcome! As an Assante Financial advisor, my role is to assist you in making key financial decisions and meeting your life goals. Financial decisions tend to affect every facet of our lives, and while important, should only enhance those parts of our lives that are truly critical: family, health, and following your passions. I specialize in investment planning to fulfill your needs; the needs of the business owner, self-employed, executives, or commissioned individuals.
By understanding these aspects of your life, I work to ensure you make the right financial decisions in your life. Through regular meetings, comprehensive reviews, balanced diversification, protection with insurance, and ongoing implementation and review of recommendations, we are committed to helping you achieve your goals.
Our core focus is: understand you, your family, your objectives, and act as your advisor, partner, and facilitator to help keep you on track for the bigger picture. Thus, allowing you to focus on enjoying your day to day life - knowing the small steps will get you to the big destination. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
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