Life is constantly in motion, thereby financial decisions can sometimes be overwhelming - and worse, placed on the backburner. To help accomplish your financial goals, you need a clear vision of what you want to pursue and the proper toolkit and an experienced guide. I can be your guide.
The process I follow utilizes an integrated holistic approach, helping my clients become more aware of their personal finances and future needs. I work closely with my clients to help them understand the potential results of their actions or inaction, which includes specific strategies to help them pursue their goals and address potential risks and pitfalls at various stages in life. I am able to serve your needs in a fiduciary role as an Investment Advisor Representative.
My services may include:
• Retirement planning
• Education planning
• Estate planning
• Risk Management
• Insurance Needs
• Investment Planning
• Funding for a Major Purchase
• Charitable giving strategies
Jason Kramar, RICP
DOCK Financial Solutions - jason@dockfs.com