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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 - [email protected] 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 [email protected] 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.
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