Tag: Financial Advice

The C-Suite Dilemma We Don’t Really Talk About

The C-Suite Dilemma We Don’t Really Talk About

Up until very recently, I used to serve two right-fit client categories: The High Net Worth (HNW) Entrepreneur and the High-Income Executive.  The High-Income Executive group comprised individuals who were in C-suite positions with the powerhouse companies – the Fortune 500s, the big airlines, the energy giants. These executives typically earn an income between US$ 500,000 to US$ 1.5 million…

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A Financial Advisor’s Take on the Pitfalls of Investment

A Financial Advisor’s Take on the Pitfalls of Investment

In my 21+ years as a life insurance and financial services advisor, dealing with high-level executives and top-performing entrepreneurs, I’ve met clients with different levels of experience with investing. It’s interesting to hear the questions that come up in my meetings, these questions have mostly been around restructuring existing portfolios.  If you’ve been having doubts like:  Why don’t all of my asset classes perform…

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Independent Financial Advisors Versus Tied Agents- Which One Is Right for Me?

Independent Financial Advisors Versus Tied Agents- Which One Is Right for Me?

A question I’d like you to play with is, “how much do I trust my financial advisor?”.   Is the trust enough for you to give them total responsibility on the handlings of a lifetime’s worth of wealth?   If you’ve been having doubts about this, that’s great. Always question everything. If not, then you definitely should be. One of the critical distinguishing factors that determine an…

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Have You Been Audited Recently?

Have You Been Audited Recently?

Hearing a statement like this may scare most people. No, I’m not referring to being audited by tax authorities. You don’t have to pay fines or dues- at least not in the traditional sense. But what you don’t know can hurt you.  What am I referring to? When I talk about having been audited lately, I’m referring to how the average man, people like you and me, goes about fulfilling our financial needs. How…

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