|
|
|
|
|
|
About Legg Mason |
| I specialize in diverse wealth management solutions, geared to multigenerational success, as well as college funding and retirement planning tools, with an emphasis on tax benefits. Prior to joining Legg Mason, I have worked for Fortis Inc. in Brussels, Belgium, as a Financial Advisor, Branch Manager and Regional Manager. My education covers MBA degrees in Finance and Accountancy, with Bachelor degrees in Economics and Mathematics. I have been in the financial services industry since 1987, and I am fluent in English, French, Dutch and German. I can help you pursue your financial goals by providing a professionally prepared financial plan, analyzing six key areas: * Investments * Education * Retirement * Survivor Protection * Estate Planning * Taxes. I monitor plan recommendations and make suggestions as your personal financial situation changes. For the person with net worth over $3 million, the financial planning process evolves into comprehensive wealth management, including four stages: * Create and grow client's wealth * Protect and preserve client's wealth * Plan for tax-advantaged distribution of wealth during the client's lifetime * Plan for tax-advantaged final distributions of assets to heirs and institutions of your choosing. The investment management process grows to become a comprehensive estate planning strategy coordinating your professional advisors with ongoing management and trust services. |
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
|
|
