U.S. Financial Services, LLC

Your time is much to valuable to be reading through a list of services and what I've done so let's get right to it.

What you want to know is if I can help you live the way you want and retire into a life on your terms.

Clients I work with have savings and investments.

Have created a lot of success in their life.

But they still worry:
-Do I have enough?
-Will it last?
-Can I go on that extra trip?
-Can I leave that job/business behind?

Sound familiar?

The first step in creating an ideal life is understanding where you are today.

That starts with asking and answering some questions
-Where are you today? What do you have and what do you want.
-Where do you want to be?  What do you need to do that will allow you to have that life you want.
-Figure out how to get there - Outline the steps needed today and tomorrow to take you from where you are to where you want to be.

Once you know
-What you have
-The problems you have
-The solutions you need

Then you will have the guidelines for how to build the life you want.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 844-553-7872. www.finra.org and www.sipc.org

Financial Advisor

Merrill Lynch

The next step I made was joining a financial advisors team. I took any available next step towards becoming a financial advisor.

I worked with clients in the same capacity as the advisors on the team:

Reviewed portfolios and recommended investments.

Built financial plans and help bring on new clients.

Then made sure that current clients felt that their plans were updated with their lives and that they received the service they needed to keep their lives on track with their goals.

Registered Client Associate

Starting out on the path to becoming a financial advisor 

I thought it wouldn't make sense going straight into the role as I had just graduated college 

And I wanted to become the go to person any client could rely on to care for their retirement as well as get them to the point they wished to be.

In this role I was able to work with financial advisors and their clients to trade many different

Stocks, bonds and options to help them grow and protect their portfolios

I learned from the ground up in many aspects of the business.

Since I was working with financial advisors and clients everyday I was able to become part of the training team for new financial advisors and employees in general.

Helped the management team oversee 60+ client associates which in turn provided me an understanding of what it took to run a business with employees

Market trade corrections and fixing margin calls were part of my everyday activities to ensure clients were getting what they expected.

While completing all of these daily I had three straight years of flawless bi-annual audit results and achieved the highest possible annual review rating

Operations Representative

Financial Advisor - Virtual or In-Person - Financial Planning - Guiding you through a simple three step process to prepare for the future while enjoying today.

The About You Section: Questions to start:
● What do you want?
● Where are you today?
● Where do you want to be in the future?
● How are you going to get there?
● What does your ideal life look like?

Answering these questions is a challenging task.

But you don't have to do it alone.

I help busy professionals create their work free life

Quit the rat race

And plan your victory lap

Retirement means something different to everyone - Run your race your way

It all starts with a plan
● Your plan is based on what you want and where you want to go.
● Investments are a piece but not the whole picture
● Know your cash flow to see your life today and how your situation works in the future
● Protect yourself and your family from the unknown

𝐇𝐨𝐰 𝐓𝐨 𝐆𝐞𝐭 𝐈𝐧 𝐓𝐨𝐮𝐜𝐡 𝐖𝐢𝐭𝐡 𝐌𝐞
● Office Number - 973-882-3600 
● Email - EDrury@usfsc.com

A little bit about me:
● Travel Enthusiast
● Husband and Father
● Avid Reader
● Financial Advisor With A Passion For Helping People Live Life Today and Be Confident About Tomorrow

𝐉𝐨𝐢𝐧 𝐌𝐲 𝐄𝐦𝐚𝐢𝐥 𝐋𝐢𝐬𝐭
● My Weekly Newsletter Designed To Have Some Fun With Tech, Books, Food Items, Or Anything Else I've 
   Found Interesting That Week
● You'll Receive Market Updates As Well
● Email me at EDrury@usfsc.com and I'll be sure to include you on the next one!

𝐀𝐛𝐨𝐮𝐭 𝐌𝐲 𝐅𝐢𝐫𝐦
Our Mission at US Financial Services is to Help Our Clients Live Life Today and Be Confident About Tomorrow.

Founded in 1989, US Financial Services is an independent family owned financial planning office that is dedicated to serving individuals and businesses by tailoring solutions to your unique needs that reflects your personal philosophies.

Full list of services
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, coordinate tax planning with your accountant, budgeting, and more.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS.

Evan Drury, ChFC®

Faurecia

My responsibilities include,
1)Find cool new tech globally in line with Forvia road map (think startups, universities).
2)See if it helps Forvia innovate.
3)Show the money! Make a business case for how it helps Forvia. (Make money or save cost)
4)Build quick tests (POCs) to prove it works (mutual collaboration).


Breaking it down even further,
1) Scouting:
--Identify and track promising new technologies from around the world.--Utilize various sources like startup databases, conferences, research institutions, and universities.
--Focus on emerging markets for potentially disruptive innovations.

2)Evaluation:
--Analyze the potential of identified technologies for Faurecia's open innovation goals.
--Assess the technology's stage of development, market fit, and intellectual property landscape.

3)Proof of Concept (POC) Development:
--Partner with startups or internal teams to develop POCs (Proof of Concepts).
--These POCs demonstrate the feasibility and potential benefits of the new technology.
--Manage the pPOC development process, ensuring efficient resource allocation and timely completion.

4)Business Case Creation:
--Translate the technology into a tangible business case.
--Quantify the potential impact of the technology on revenue, cost savings, or market share.
--Collaborate with business stakeholders to ensure alignment with strategic goals.

Global Technology Scouting Leader | Automotive comfort wellness and safety solutions 

--Lead innovation projects from ideation to commercialization

--Align and work with stakeholders such as marketing, design, SW,/HW teams, external partners, industrial design, quality to take the project to completion in a phase gate manner.

--Responsible for risk analysis, mitigation plans with ERA, FMEA along with validation plan preparation.

--Embedded projects related to thermal comfort systems such as seat heaters, pneumatic massagers, lumbar support system etc.

--Has knowledge of ASPICE with V model SDLC

--ISO 26262 functional safety knowledge, especially for risk classification ASIL from QM to A,B,C,D risk levels based on severity, exposure and controllability

Senior Technical Project Leader | Innovations | Automotive

Assistant Manager

Team Lead

Product Design Engineer

Product And Process Development Leader (PPDL)

Senior Design Engineer

Design Engineer

Cad engineer

Graduate Engineering Trainee

Automotive Project, Product and Innovation Management | Technology scouting for open innovation, startup collaboration | Digital transformation | MBA, UK | PGPM, India | B.E. India | R&D, NPD and sustainability projects

I witnessed an accident involving an autonomous vehicle in the 90s...

which led me to mechanical engineering and ultimately to the automotive industry!

------

It all started with a small dc motor.

I know what you are thinking...

What about the autonomous vehicle in the 90s?

It was an autonomous vehicle but not life size let's say...

Fine, it was a small toy car ok!

Coming back to the dc motor...

You see, as a child, I had a favourite toy car - with big wheels & flashy red colour.

and one day, while testing its off-road skills, I let it drive down the steps...

No biggie right?


Only the steps were going down 2 floors & with them my favourite red car also went down - quite literally.

I ran, suspecting a massacre and was not surprised.

There it was, still in its red glory but only in pieces now.

That was the day I first felt the pain of heartbreak.

But there is a silver lining - that was also the day I fell in love with cars, weirdly because of the dc motor!

In that mess, I found a tiny motor which was running the entire show.

I immediately ran to my dad demanding to know what it was & how it works.

"It's a dc motor buddy, it runs on these batteries & powers the car"

"Huhh?" my face was literally a big question mark.

"You see it's like your heart. So the food you eat is like batteries running your heart - the dc motor...which in turn helps you run, got it?"

"Ya kinda...so batteries are like food for these cars" I tried smelling one of the batteries.

Dad quickly grabbed it from my hand & said, "Ya but only for cars...not for humans, OK?"

I nodded. 

"Let's not tell your mom about this analogy also"

"Ana..what?" 

"This example of batteries as food for cars,  ok?"

"Ya ya, got it. But dad, this will not work now?" I pointed at the messy wires.

"Why not, here lemme show you..."

And then he joined some wires, placed the batteries in the slot & told me to switch on the small button.

I obliged and voila!

the motor started working!

and this is the story of how I fell in love with cars!

After that incident, I used the hell out of quite a few dc motors & pencil batteries.

That's part of the reason why our wall clocks were never in a working condition!

-------

Completed high school with flying colours as they say & got into mechanical engineering - duhh!

and since last decade, working in the automotive industry in R&D project management.

---

As you can tell by now, I'm passionate about automotives & in love with storytelling.

Here to combine both!

Drive safe and keep reading.

Don't do both at the same time though!

Cheers,
Raj

taplio

The Battle

Evan Drury, ChFC®

Rajesh GUNDETI

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