ritchyrich56
ritchyrich56
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Mar 4, 2007 (19 years) |
- | 1 | 1 |
- Forum role
- Member
- Member since
Mar 4, 2007 (19 years)
- Last activity
- -
- Topics created
- 1
- Replies created
- 1
Bio
Summary:
As a 100% Fee-Based (No Commissions) CERTIFIED FINANCIAL PLANNER™ Professional, I help clients use their assets to achieve their lifestyle goals (early retirement, sale of business, vacation homes, etc.). My ideal clients are people who:
· Prefer to have a relationship with a single individual
· Have specific goals in mind that they want to accomplish
· Want a financial plan
· Want to spend as little time as possible on their investments
· Want someone to help them make important investment decisions
My areas of professional expertise include:
· Asset allocation
· Financial and estate planning
· Tax planning
· Investment management
· Risk Management (asset protection)
· Family business planning
· Philanthropic advisory
I am interested in opportunites to network with other people who can provide me with opportunities to help serve my clients or refer business to me. I work with high net worth individuals who have a minimum of $500,000 in investable assets and am actively taking on new clients.
HEAR MY RADIO SHOW WITH MY FATHER:
"KRASNEYS ON EVERYTHING MONEY"
SATURDAYS FROM 9:30 - 10:30 AM EASTERN TIME
WMTR RADIO 1250 AM, OR
ON THE WEB @ WWW.WMTRAM.COM
Specialties:
Investment analysis, Individual stocks and bonds, Exchange Traded Funds, No-Load Mutual Funds, 100% FEE-BASED (NO COMMISSIONS!)
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