About
Why work with a financial consulant?
Why work with a financial consulant?
Why work with a financial consulant?
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.
About Jeff
Why work with a financial consulant?
Why work with a financial consulant?
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.
Start Early, Plan Smart
Why work with a financial consulant?
Start Early, Plan Smart
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.