I help senior professionals and young families optimize their resources, enabling them to have more time and money to focus on the more important things in life.
Although I am relatively new in this field, I have already met and acquired 40-50 clients. From my interactions with them, I have learned that their current advisors often sell them numerous products to cover their insurance needs.
In contrast, I focus on reducing insurance premiums while maintaining or increasing coverage. This approach allows us to enhance investment returns, preparing for rainy days and enabling an early retirement.
I prefer not to work in a corporate environment because my expertise is better used helping families and friends with financial planning. Many of them are hardworking business owners who lack the time to learn about investing and insurance. Hearing about dishonest advisors made me realize the need for reliable guidance, inspiring me to make a positive change in the industry.
