Providence, RI | Cranston, RI | Atlanta, GA
Also known as: deriktutt
I teach Wall Street banking strategies to businesses and families that allow them to, in essence, become their own bank. I show them how to divert dollars they spend over a lifetime on interest, finance charges, taxes, insurance and things they buy every day back into their pockets. I also show folks how to attain stock market gains without stock market risks on their money that will continue to grow safely, steadily, and exponentially and in the process create a tax free retirement. As a Financial Representative, I help individuals, families, and business owners manage their money and plan for their future. I work with a financial team to better serve my clients. For instance, when dealing with a unique estate planning scenario, I have an Attorney readily available to step in to make sure things are done in a way to best fit the clients needs. Every client is different and has different needs. I ensure that each client gets the expertise and attention that they deserve. I pride myself on being an upfront and honest person. My record shows that I always do what is best for my clients. Helping folks is a passion that I have. Teaching folks is another passion of mine. I love putting folks on track to achieving both their immediate and long term financial goals. For Individuals & Families Financial Planning In depth Needs Analysis Income and Asset Protection Estate and Trust Planning Services For Business Owners: Employee Benefits Retirement Plans In depth Business Needs Analysis Buy/Sell Agreements Investment Services Specialties In depth Needs Analysis and Financial Planning
