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.
Open Investment AccountCompetitively 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
Apply Now!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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Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,657.42 | -0.88% |
| NYSE Composite | 12,833.57 | -0.89% |
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