While planning is the key to your success, life is unpredictable. Marriage, divorce, debt, retirement. We all face fiscal responsibilities and the challenges that come with them. So how do you plan for the unplannable?
Success and finance are inextricably linked, especially in our society, but they are not the same thing. Money without a plan is just cash. A strategy without a story is just a tactic. And a relationship without a genuine connection is just a transaction. When you take control of your finances, guided by someone you trust, someone who cares about you, you take control of your future.
I’m not just your financial strategist, I’m your financial coach. I’ve been there. I see you. I am with you on this journey. I began my financial planning career in 2016 after 20+ years as a commodities trader at the Chicago Mercantile Exchange. I consult with both individuals and small businesses on various aspects of financial planning, ranging from asset protection, wealth management, life insurance coverage, retirement planning, college funding, and small business benefits. As a CDFA®, I work with individuals going through the difficult process of divorce. I offer sound financial advice to help ensure the settlement is fair, and that my client is able to re-start his/her life with a fresh financial outlook. I also serve as Co Chairman of the Business Conduct & Probable Cause Committees at the Chicago Mercantile Exchange.
We all have a past. It happened. We can’t go back. What we can do is to own it, learn from it, and move forward with a plan. Our team at Infinity helps our clients to “Live for Today, Plan for Tomorrow.” When you achieve that balance, you DO plan for the unplannable.
California Insurance License #: OM25899
Infinity Strategic Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.