Areas of Practice

Short-Term Investment 

 

Short-term investments are marketable securities or highly liquid assets designed to provide a safe, temporary parking place for excess cash. Many short-term investments are sold or converted to cash after a period of only 3-12 months.

    • Small business investing

    • Car broker service and shipping

    • Stocks

    • Real estate

Long-Term Investment

 

A long-term investment is an account a company plans to keep for at least a year such as stocks, bonds, real estate, and cash. Long-term investors are generally willing to take on more risk for higher rewards.

    • Annuities

    • Mutual funds

    • Real estate

    • Property management 

Education & Mentorship

 

Financial literacy focuses on the ability to manage personal finance matters efficiently, and it includes the knowledge of making appropriate decisions about personal finance, such as investing, insurance, real estate, paying for college, budgeting, retirement, and tax planning.

    • Financial planning

    • Debt management

    • Personal and Business Credit Management

    • Financial Independence