HEY THERE! I’M ANTHONY. WELCOME TO MY LITTLE SPACE OF THE INTERNET.

I’m a financial advisor. I have years of experience saving money, managing debt, creating a budget, generating income, accumulating wealth, and maximizing it.

I strive to meet my client’s expectations by profoundly understanding their goals and working solely for their benefit.

 

MY STORY

Let me tell you how I got to where I am right now. I was a Health Care Practitioner and worker for 6 years in a government hospital. Low income and recurring debt made me leave my job in 2018 and pursue my career online.

During these difficult times, I had to face many financial difficulties because of uncontrolled shopping and unpaid debts, but I managed to gain financial independence with my plan and efforts.

Now I have my own successful business and more than six-figure savings in my bank account. At that point, I realized that this was what I was meant to do. I started with the objective of helping every individual reach their financial goals and achieve financial security.

I empathize with people facing financial challenges and aspire to help them gain more confidence about their finances, make smarter choices, and empower themselves by sharing my financial insights.

I am dedicated, passionate, honest, and have excellent communication skills. I understand my client’s needs and work hard to exceed their expectations.

I work on building long-term relationships with my clients and provide excellent financial advice. I help them set their monetary goals and priorities and suggest specific steps to meet them.

MY SERVICES ARE FOR:

 

BUSINESS OWNERS

I’ll help you make the most of capital investment into the business, increase your financial health, create a plan for your retirement, make spending and saving strategies and analyze profit/loss. I will act in your best interest and assist you in making sound financial decisions.

 

FAMILIES

Whether you’re thinking about retirement, paying off debts, financial planning, or want to use your wealth to provide for younger generations, it’s essential to start planning and saving years in advance.

I can’t adequately prepare for your future without knowing where you stand today because I know that understanding the needs of clients and recognizing that everyone’s economic and life situation is unique is essential.

After understanding your situation correctly, I will help you make a long-term plan. It will reduce your family’s financial stress, accumulate more wealth, help you achieve your goals, and financially secure your whole family’s future. I will tell you different ways to help you cut costs and get the most out of your money.

 

RETIRED

Suppose you’re nearing retirement or, before retiring, want to leave behind a legacy for your loved ones and ensure that you’re on the right track by planning your retirement. But you don’t have to do it yourself because I’m here for you.

As a financial advisor, I will help you realize your future retirement goals by walking you through every step and giving you the best advice for your particular situation.

I’ll pinpoint potential gaps in your retirement savings plan, tell you how much you need in savings to last you throughout your retirement, where to cut back on costs, and how to boost your retirement savings by helping you choose an ideal asset allocation.

Remember, it’s never too late to save for retirement. Even in your 40s, you still have decades of retirement investments to grow. My investment plan will take you well towards a secure retirement.

 

STUDENTS

Are you a student, either in high school or college? After graduating from college, you may face immediate financial issues like how you will pay off your student loans and manage higher income when you get a job in your field.

I can help you evaluate your financial situation, help you make well-informed decisions, save and boost your savings, develop an intelligent strategy for paying off your student debt, create a plan for achieving your short- and long-term financial goals, and build healthy money habits to carry with you throughout your life.

I will teach you tried-and-true approaches to budgeting, saving, investing and planning.

 

DIVORCED

You may not know that hiring a financial advisor is as important as hiring an attorney while going through a divorce.

I can help you achieve a life of financial independence and be better equipped to deal with any crisis. I’ll give you a personalized solution that suits your situation and lifestyle.

I will help you gather and organize information about assets, liabilities, retirement benefits, and insurance policies, adjust your budget and work towards long-term financial goals by creating a wealth management strategy.

 

Have some concerns about your financial future stemming from a loss of work, debt, upcoming retirement, financing a child’s college education or unexpected expense? Email me right here.

I will provide comprehensive advice on your financial future, help you design an appropriate savings strategy and ease those worries by making you regain control of your finances.

Hugs,
Anthony