It’s mid 2022 and financially the US is having its struggles. Inflation is as an all-time high, and the stock market is tanking. Americans are in search of the best products to properly invest their money. No one really wants anything that is high risk, but we all...
Imagine becoming critically, chronically, or terminally ill right now in your life. Who cares for your family? It’s a frightening thought but there is an option that you can consider…
As a business owner you dream of the day your business begins to grow but once it does you find out you will have a ridiculous tax bill at the end of every year. So, what do you do? You find expenses that can be used to lower the amount owed each year, basically a...
Financial Advisor, Veteran, Cancer Survivor
I have been in financial services for 25 years; I began my career on Wall Street in New York City in 1997. I have been an MDRT agent for many years, I am a published author and have written multiple tax strategies over my career.
I served in the United States Army Reserve for 17 years including multiple deployments.
I am a Free Mason and a Knight of Columbus. I served on the board of the Salvation Army and a local bank.
I was an Investment Banker for two individual Investment Firms and helped fund multiple projects in the United States. I served as the Chief Financial Officer and Compliance Officer for two publicly traded companies and one private equity group.
I have trained over fifty insurance agents and fifty stockbrokers over my career. I currently mange over $220 million dollars of client’s assets.
My interests are now to help families financially protect and secure their future.
Annuities are an excellent tool to help plan for your future financial security. Today’s annuities offer a variety of benefits including tax-deferred growth, guaranteed returns, lifetime income, and when structured properly, the ability to avoid probate. With continued uncertainty in the global economic environment, annuities provide a powerful method to protect your hard-earned savings and an important way to diversify our retirement portfolio.
Purchasing life insurance is one of the most important decisions an individual can make to secure the future of their family or business. Choosing the appropriate plan that provides the necessary protection can be extremely difficult and the amount of coverage needed is often misunderstood. Let the staff at New South Financial guide you through the process and present the variety of life insurance options available that will best suit your needs.
While most individuals obtain insurance for their homes or automobiles, they are leaving their most important asset unprotected…THE ABILITY TO PRODUCE THEIR INCOME! The reality is we are all vulnerable to becoming disabled and unable to work at any given point during our lifetime. The ability to produce income is the foundation of our lives which allows us to provide the necessities of daily living. Whether you are looking for individual income, business protection, or providing coverage for your employees, New South Financial has plans available that provide peace of mind should the unexpected occur.
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The Financial World
Everything You Should Know About Your Money!
A dive into the financial service industry & the products most consumers utilize; but, don’t fully understand. A perspective from a career insider with over 20 years of experience from Wallstreet to Mainstreet.
A simplified version of a university equivalent course explaining the basics that even some financial advisors don’t fully grasp. The unique perspective of a street smart native New Yorker explained in everyday language that is easy for all to comprehend and apply.
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