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I’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.
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I want to share an extraordinary philosophy to help you make every dollar work harder, faster, smarter, and safer so you enjoy greater economic confidence now and save more money for retirement. Does that sound good to you? Schedule a complimentary 30 minute video consultation here!
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Competitively priced term and whole life insurance Issued by MassMutual, an A++ rated insurer* For residents of 50 states and territories 20 minute online application Algorithmic underwriting $100k to $3M face values** * Rated by A.M. Best Company as A++ (Superior; the top category of 15). The rating is as of 7/24/2017 and is subject to change. ** Face values up to $3M for ages 18-60; $1M policies for ages 61-65
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Serving Your Family and Business Insurance & Investment Needs Since 2004
1393 Veterans Memorial Highway, Suite 307 S
Hauppauge,
NY
11788
Phone:
- Hauppauge 631 851 5864
Fax:
- Hauppauge 631 851 5801
- E-mail address: ChristopherVargas@FinancialGuide.com
Newsletters
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Estimate the future value of your current savings.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.