According to Vanguard, financial consultants can enhance client portfolios by adding 3 to 5% in value. This benefit is derived from a multifaceted, highly customized strategy that includes tax-efficient investing, strategic asset allocation, behavioral coaching, and effective retirement withdrawal plans. Some experts refer to this as a h
According to Vanguard, financial consultants can enhance client portfolios by adding 3 to 5% in value. This benefit is derived from a multifaceted, highly customized strategy that includes tax-efficient investing, strategic asset allocation, behavioral coaching, and effective retirement withdrawal plans. Some experts refer to this as a holistic approach, as it comprehensively addresses multiple aspects of financial well-being, ensuring that each component is optimized for the client's unique circumstances. This all-encompassing strategy aims not just to grow wealth but to secure and sustain it through various life stages.
Jeffrey Kercorian began his career at EF Hutton, specializing in pension and 401(k) plans. After earning a BA in Finance and a minor in Accounting, he expanded his expertise at Merrill Lynch. He later joined Fidelity, overseeing $1.8 billion in assets. Subsequently, he founded his own investment firm, secured a patent, and developed fi
Jeffrey Kercorian began his career at EF Hutton, specializing in pension and 401(k) plans. After earning a BA in Finance and a minor in Accounting, he expanded his expertise at Merrill Lynch. He later joined Fidelity, overseeing $1.8 billion in assets. Subsequently, he founded his own investment firm, secured a patent, and developed financial indices published on Bloomberg, Reuters, and Morningstar. With over 30 years of unblemished professional experience, Jeff holds multiple certifications. In his free time, he enjoys playing the guitar, cooking, and exploring his newest hobby: hunting.
Starting early in the world of investing can have profound long-term benefits, thanks to the power of compound interest. While there's no "perfect" time to enter the financial markets, the advantages of an early start are compelling. It not only maximizes your potential for asset growth but also offers a cushion against market volatility,
Starting early in the world of investing can have profound long-term benefits, thanks to the power of compound interest. While there's no "perfect" time to enter the financial markets, the advantages of an early start are compelling. It not only maximizes your potential for asset growth but also offers a cushion against market volatility, providing more time to recover from downturns. Delaying retirement due to insufficient assets is a concern for many, but establishing a well-thought-out game plan can significantly alter that trajectory. With proper planning and a smart investment strategy, you can build a more secure and comfortable future. Taking the first step as soon as possible is key.
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My investment team is comprised of a Charter Financial Analyst (CFA), a Certified Financial Planner (CFP), a Certified Investment Management Analyst (CIMA) and a Charter Financial Consultant (ChFC) as well as other impressive team members. Advisory services offered through CG Advisory Services, LLC, a Registered Investment Advisor.
LPL’s, our custodian of client assets, has cash swept through the LPL Insured Cash Account (ICA) and LPL Deposit Cash Account (DCA) is federally insured. ICA and DCA accounts are insurable by the FDIC up to $2,500,000 per client for an individual and $5,000,000 for joint accounts. LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection up to a maximum of $500,000 per client, of which $250,000 may be claims for cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of client accounts up to an overall aggregate firm limit of $750,000,000 in the event a firm cannot meet its obligations to securities clients, subject to conditions and limitations.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
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