5 Entrepreneurial Mindsets That Drive Success
- Entrepreneur Magazine
Here are the mindsets shared by the most successful entrepreneurs.
FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
About Me
I am a Financial Advisor with Hilltop Securities, in the San Diego branch. I started out in 2012 working with my grandfather until his retirement in 2016. My practice encompasses fixed income and wealth management. I employ strategies that are supplemented with premier financial advisory services to help achieve the financial goals of clients.
Vision Statement:
To create a distinguished practice focused on the the success and well-being of my clients by taking a holistic approach with financial planning.
Mission Statement:
To understand the underlying needs of my clients; and use that information to compose a comprehensive financial plan to help achieve financial freedom.
Licenses
- Series 7
- Series 63
- Series 65
- CA Resident Insurance Producer
Education
- SDSU
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.
Advisor Stream Articles
A College Student’s Guide To Filing Taxes
- Forbes
College students can face lots of challenges—including filing taxes. Here's what you need to know.
The Augusta Rule Can Help You Save Money If You Can Master The Rules
- Forbes
The section 280A exclusion, often called the Augusta Rule in a nod to the Masters, can help taxpayers avoid tax on short-term rentals and possibly, save money.
Roll Over the Remaining Interest of an Inherited IRA or Retirement Plan
- Broadridge Content
If your spouse dies and you are a primary beneficiary of their traditional IRA or retirement plan account, you may be able to roll over the inherited funds to your own traditional IRA or plan account. This is generally true even if your deceased spouse had begun taking required minimum distributions (RMDs) from the account, and even if you have begun taking RMDs from your own IRA or plan. This option is available only to surviving spouse beneficiaries. If you are a child of the deceased or any other type of beneficiary, you cannot do a rollover.
As More People Retire In Debt, Here’s How To Reverse The Trend
- Forbes
For a growing number of older adults, debt has become an unwelcome financial burden. There are ways to pay it down.
Solutions
As advisors, we focus on helping you pursue your financial goals. Whether it’s saving for college, taking your dream vacation, or pursuing the retirement you've worked for. We offer services and solutions that can assist you with your financial future.
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