I have been working with Individuals my entire life related to their finances. Initially, it started a young boy working in the family tax office through the last 8 years as a successful Wealth Advisor for a major brokerage firm. I have worked with many people over the years from all economic backgrounds, I hope to be able to continue that work with my new firm, EntryPoint Wealth Management. I have chosen to continue my passion by starting a Wealth Advisory firm and believe that this will enable me to deliver my best advice to clients.
“Life is a journey” – I believe that entering a successful retirement is culmination of your life’s financial decisions. Think about how many Financial Decisions you will make over the course of your life, from graduating school moving through and into retirement. Let’s assume we make or consider 5 financial transactions daily, that means you will make over 85,000 financial decisions on your path to retirement. My goal is to help you make informed decisions that will guide you to achieve more in your Financial Life, and more importantly, in your life period.
Why have I chosen this journey? For many reasons, I have made this change to start a new Wealth Advisory Firm, however, two reasons stand out. First, I wanted to ability to enhance my work and family balance. I have a wife and 3 boys and have longed to be able to spend with them, and less time in the office. The pandemic has shown me that having flexibility and controlling my surrounding are key to enabling more time for my family. Second, I needed to empower myself to give the best advice to clients without limitations. As the owner of my firm and CFP®, I craft the advisory solutions acting as a Fiduciary putting my client’s objectives ahead of any corporate agenda or compensation conflicts. I believe that through firm ownership, I will effectively be able to serve my clients, earn a reasonable income, and spend more time with my family. These are my 3 main goals as I look at my journey into the future, my hope is that you can identify your 3 main goals and can identify how your financial plan supports your objectives.