SERVICES PROVIDED
✔ Portfolio Management
✔ Risk Management
✔ Retirement income distribution planning
✔ Tax Strategies
✔ Financial Planning
If you’re ready to take the next step toward achieving your financial goals, call or email me to set up a complimentary 15-20 minute financial strategy phone call.
619-230-8082
[email protected]
http://danielshahmoradian.nm.com/
Why It Matters
:
I believe it's important to share not only how I can help, but why it matters. I believe that many people experience a deep lack of confidence and sense of security around their finances. I believe that lack of confidence effects how they enjoy the rest of their life, including their relationships with those closest to them. I believe that life is busy and feels overwhelming for many. If we can take the time to get off the treadmill of life for an hour or so every six months, we can truly overcome that anxiety. Taking the time to put a plan together, with a professional that is confident and reassuring with proven strategies, will help give us the clarity we need to feel confident ourselves and have the peace of mind we seek. In so doing, we will be able to enjoy the other aspects of our life more, and build better relationships because of it. I believe that often in our lives we don't take the actions that we should, but every once in awhile we meet people that help us to take the action and make a change. These people impact us and although it may have required a little faith, we are able to see that our lives are better because of it. I have known all these truths in my own life, and because of that I realize how important this role is. I believe that many other advisors in this industry are not comprehensive in their advice, will tell clients what they want to hear instead of what they need to hear, and are not providing the best advice for their clients. Because I know how impactful the relationship of an advisor can be, and I know the value of the advice I can provide, I want the opportunity to help others. I want to be able to impact others, the same way my life has been impacted, and give back as much as possible. It won't cost you anything, and I can promise nobody walks away worse off for the experience.
