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Financial Stability – Let’s face it, life can be unpredictable. The recent tragedy wrought by Hurricane Ian in Florida reminded us all of this fact. Early estimates show that damages from Ian could be as high as a staggering $75 billion according to Enki Research, a firm that looks at the financial impact of storms. This could be the most costly disaster in Florida state history. Hurricane Ian is just one more stark reminder that in times of great uncertainty, financial stability is imperative. You must be prepared for any kind of emergency. With all of the unknowns in today’s rapidly changing world, you shouldn’t have to worry about your taxes, insurance, assets, investments, or your retirement nest egg. Our mission is to take away the worry for you, creating solid financial plans that focus on creating customers for life. As a Financial Advisor, my philosophy is based on the Modern Portfolio Theory— a sound method to develop a plan which brings greater stability, more diversification and lower volatility to your investment planning.
According to a CNBC report, over half of Americans have less than 3 months’ worth of emergency savings. Two in three families lack an emergency fund. Do you fall into these categories? 78% of U.S. adults live paycheck to paycheck. Do you fall into these categories? We can help.
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Did You Know?
The first hurricane photographed from outer space was Hurricane Esther, taken by Tiros III, an American satellite, in September 1961.