Investment ManagementRetirement PlanningLong Term CareEstate PlanningSocial Security


I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to help them achieve specific goals for their own or their institution’s financial future.


Planning your retirement can be problematic in case you don’t have necessary knowledge about managing your funds. But everything that concerns retirement planning can be solved easily with our help. If you are wondering how to take advantage of your money and to build a perfect ground for your retirement, try not to spend much money on things you don’t necessarily need. Another good possibility to save for your future is to establish an emergency fund in case you will need your money urgently. With our help you will make a good use of your money not bothering about what exactly you should spend your money on.

Long Term

Interested in establishing a good finish line for your life? Or maybe you are looking for a trouble-free way of guaranteeing a fine senility for your parents. Our team of experts in long-term care can assist you in selecting proper long-time care services to support your parents and relatives at the end of their lives.  Because of the demographic shift and social factors, the importance of long-term care services has increased dramatically during the latest decade. But with our help you will be able to cope with all complications that may appear during providing long-term care services and other support for the elderly.


According to the commonly used definition, estate planning is the collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Though estate planning seems to be a good way of saving your property after an accident or an immediate death, it is very important to start working on your estate planning right after acquiring some property or asset base to make sure of its safety even after your leaving. And our experts will be glad to give you any necessary recommendations and share their knowledge with you.


These two words signify the US program intended for securing the elderly, survivors, the disabled and those people who need support in case of losing their labor ability. Our company has always regarded this type of insurance as the most important one, because even those people who have a stable place of work at a certain point of their lives can require some additional help from the state and society. Our financial advisers can offer you all necessary services on preparing the base for your social security and develop a personalized program of payments to secure you from any troubles.

How I organize my work:
  • Research market ideas and build investment portfolios across a broad range of asset classes
  • Develop and manage customized solutions for the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices
  • Advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment
  • Help clients navigate today’s evolving markets and identify the opportunities that shape their portfolios and long-term investment goals

I review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet my clients’ needs I use a variety of methods to properly manage your assets.

A big piece of this process I call “multi-dimensional diversification.”  This involves multiple asset classes, multiple management styles at both strategic and tactical levels, and often multiple managers.

While I have a variety of services for my clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).

Frequently Asked

How to Switch Banks?

  • If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Can I get help with my credit card debts from a financial advisor?

  • Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Why should I spend money on a financial advisor?

  • Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

I am already in debt. How can I afford a financial advisor?

  • The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.

Possible Risks

  • Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.
  • Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation.

Let`s start planning your financial future today


  • Actually, I’ll listen as you explain your needs, dreams, and fears. Then I’ll design a personalized plan that explains how we can help you reach your financial goals.


  • We work together to implement the plan. Then I keep you updated on where you stand and adapt the plan as life happens.


  • I`m here for you whenever you need. Call me at any time, for any reason. Buying a new car? Ask my advice. Been offered a new job? Give me a call. Daughter got engaged? Congrats – I`ll help you figure out how to pay for the wedding!
Get Started Today!

I will help you to understand:

  • Retirement Financial Planning with Wealth Creation
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement with Self Managed Superannuation Fund (SMSFs)
  • And more other instruments

To find out more please download our
Free E-book or get Free Consultation