Financial Services & Real Estate

As a Financial Advisor with Merrill Lynch I help my clients achieve their financial goals. Through a disciplined financial and investment process, decisions are based on fact not emotions.

Many of my clients are busy, successful individuals with multiple priorities, concerned about the markets yet serious about investing and seek expert guidance.

With me at their personal CFO, my clients benefit from my CPA perspective, the resources of Merrill Lynch, and the experience of working with an established team. It’s an approach based on “know-how” and “know-you”, and truly reflects my goal of working closely with my clients to help them live the lives they want and plan for the future.

Rentier’s Contract: Start Earning on your Savings

The emergence of financial conglomerates is the unavoidable consequence of the globalization of finance and the significant investments in people and technology required to serve a mass market. Big players by necessity must standardize. We believe that standardization of service clashes with the needs and aspirations of an increasing number of well-informed investors. We have chosen to build a specialist asset management firm that provides service beyond the management of money.

We strive to be a sounding board for our clients’ investment ideas, and offer market intelligence by acting as a connector to a large network of investment professionals. Each of our clients must be able to access our principals’ knowledge, expertise for making informed investment decisions on their own. Thus, we serve only a limited number of clients. We deliberately avoid the path to mindless growth.

The Rentier’s Contract is a savings services with a fixed interest rate that is established in advance. We guarantee the bonus of up to 16.6% p.a. The Rentier’s Contract is intended for everyone who wants to use his/her accumulated resources as a Rentier. In other words, everyone who is willing to earn on his/her savings and accumulated capital should consider our offer. The point is to earn not to store cash that loses purchasing power over time due to inflation.

Primerica specializes in helping families make smart decisions with their money.
Getting you out of debt, planning for your retirement, and keeping more of your income in your pocket is our specialty! Call us today for a FREE, No Obligation Consultation.

Independent Planning firm, your first consultation is free, without any obligation. No product affiliations, unbiased planning.