For many investors, especially retirees, the investment landscape has never been as confusing as it is today. The tremendous volatility in the financial markets and the political environment domestically and internationally over the last decade, along with overwhelming amounts of information to sift through, has left a growing number of investors and retirees feeling very anxious and uncertain about their prospects for a secure long-term financial future.
You know that you must have a plan, follow it distinctly and invest wisely in order to achieve the financial goals you desire for yourself and your family. But how do you do this?
The good news: We at Ambrose Wealth Management have been helping clients manage their financial lives for almost 4 decades. I have navigated through 9 major tax reform law changes, at least 6 major market corrections and the worst financial markets meltdown in our lifetime which I belive would qualify for saying “we have market investment experience”. So, I am confident that we can help you to learn and take the necessary steps to become a smarter, better, more confident and tax-savvy investor.
My desire to guide and teach has always been part of who I am. It is, in fact, the reason why I became a financial advisor. There is no other profession I can think of – apart from medicine, I suppose – where you can have as much of a profound impact on people’s lives. Guiding clients how to navigate the choppy financial waters towards retirement is a tremendous responsibility that I have accepted enthusiastically for more than 35 years.
I have always felt that my client’s money and financial outcome was my money and my responsibility to protect them as much as possible when making such important decisions that affected their lives.