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Why I Became a Financial Advisor

I have often been asked by clients to explain why I entered the wealth management industry and chose to become a financial advisor. I knew I wanted to give a career in finance a shot, however, I didn’t know which area would be the best fit for me.

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Why I Became a Financial Advisor

As we get older, life seems to get more complicated. We move up the ladder in our career, we start a family, and we try to balance our wants and needs, and our short and long-term goals. With as busy as life can be already, it’s not surprising that many avoid or put off financial planning. It can seem like one more plate to add to the stack you’re already juggling.

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How Might Tax Reform Affect Your Estate Plan?

Any time a tax change occurs, it affects more than just your net pay. In the case of the recent Tax Cuts and Jobs Act, Trump’s tax reform bill, we know that it lowers tax rates for individuals and corporations, increases the child tax credit, doubles the standard deduction, and caps or eliminates several deductions. But what does it mean for your estate plan?

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What We Do and How We Can Help

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.

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Why I Love the Investment Management Business

At a young age, I saw just how true the phrase “do what you love, and you will never have to work a day in your life” is. My father was a successful Wall Street leader, and I saw how much he loved his job. He provided a strong and positive impression of the financial services industry, and I was inspired to do the same: pursue a career that allowed me to help others and feel satisfied in what I was doing.

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