Wealth management & care

Poughkeepsie NY

Description

Hi everybody, I live in dutchess county and I’m really inspired to help more people achieve financial freedom. I work a full-time job in construction, and I took a side gig with a financial company that overlooks all of the financial advice I give clients. For any new client that is interested I’m happy to share my contacts for verification purposes. In 2-3 years I might open my own brokerage firm, but until then I’m really liking the relationship I have with this company and I’m really thrilled to have a side gig and a full time job. I’m extremely professional, honest and transparent. And because I already have an income I can better my future and the futures of others because I have both clarity and comfort. I always wanted to invest when I was younger but I always felt the companies I had gone to were just trying to sell me something that wasn’t right for me and it was intimidating. Here I am at 31, and I’m kicking myself in the butt that I didn’t start sooner. If I started at 25 like I was hoping I would be retiring at 50. But because I started a few years ago I have to wait to retire at 55. Whether you have disposable income or you’re comfortable and wanting to explore how to live a better life in the future, I would love to talk and explore ways with you to turn your goals into reality. My investing philosophies are to grow wealth smart! Smart to me means building long-term relationships with clients, and diversifying their money and my own money, across moderate to higher risk portfolios. I know a lot of people my age are Extreme risk takers and unfortunately if you’re looking for somebody that will triple your money every year, I’m not your guy. But if you’re looking to stash away $6,000 - 15,000 a year, I can turn you into a multimillionaire in time. So long as you have 25-35 years before you are hoping to retire. My parents are retired and they rely on their pension and Social Security and they live month-to-month. They live month-to-month because their pension is equal to their SS and their SS (Social Security) is only $2500 a month. which is poverty at this point with inflation and I often find myself every year contributing towards a bill or repair at their house. And even though most people out there might be saying because they are my parents - that I should do this anyway. FU. No person should have to financially support their parents in their retirement years, because they did not prepare. It’s selfish and inconsiderate and we should be teaching highschoolers how to prepare better. You shouldn’t have to wait to be 30 or 40 or 50 before having the conversation of money management and how you expect to financially afford your future years. My parents are so lucky to have me and they know it. And I will continue helping them. But when I am their age, god help me and let me, reach my 70’s in good health - I will have a multi program financial plan. I will have my Roth IRA, a fully paid whole life, a term life, self contributing pension plan, and I will own my house. I know I’ll get Social Security but I’m not counting on it. Because I don’t want to rely on it. Let me help you, help yourself to live a future with dignity and achieve a more practical lifestyle. It’s easy to save money when you’re younger because you can do without the fancy things. It’s easy to set money aside for the future because that idea of financial freedom is Worth waiting for and all inspiring. But its harder to plan when your 50-60 and just starting to plan. Let’s plan together! Let’s live better! Let’s make small changes once a year!!