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"It is my goal to assist you in all areas of financial planning. These areas will include cash flow management, investments, risk management, tax, retirement and estate planning. Your financial challenge is to balance your needs today with your goals for tomorrow in mind."
                                                                                                                                           Samir Stasi

                           
        Ask your self...Do I need the help of a professional financial planner? Then react to the following statements...

        I sleep well, knowing my investments are well structured for up and down markets.

        I understand the tax implications of my decisions.

        I have the time and skills to put my own financial plan together.       

        I have money saved for what I know and don't know will happen.

        I am ready for retirement. Just don't ask me when & how.

        May be you could use the help of a Certified Financial Planner...      

The basics of financial planning are repeated in every newspaper, magazine, radio and television program, yet the vast majority of us are far from being financially secure. This is because the basics don't  address all the important personal questions many individuals have about managing their own financial affairs.

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It is my goal to assist professionals, business owners, retirees and other individuals in all areas of financial planning. As a financial planner I specialize in, investment planning, tax planning, insurance planning, retirement and estate planning.

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I will help you meet your financial challenges and balance your needs today with your goals for tomorrow in mind. For more on this subject, please visit my "Philosophy" page. I offer financial planning that is sound flexible and customized for every individual. Please visit the "Disciplines of Financial Planning" page to learn more about financial planning areas I cover and my expertise in each of them. 

My purpose is to help clients, one at a time, to be financially savvy and protect their families’ financial future against life unpleasant surprises that can derail their dreams. This will be achieved through comprehensive financial planning covering all areas identified by the Financial Planners Standards Council which I am a member of. The recipe for successful planning seems almost too simple, but then again, most things are!

High net-worth clients have access to different private client management programs. These programs are designed to use a family of pooled investments meeting the needs of clients requiring balanced, income or specialty management. Pooled investments minimum account is $1,000,000. All pooled funds are diversified by investment style, asset class, market capitalization and geographic region to maximize long-term return potential while lowering risk. Also, clients will have access to full service trust services providing professional executor and trustee services during and after clients’ lifetime.

As an experienced professional, I am dedicated to continuously educate my clients, their extended family & friends, as well as the general public. I trust that you will find this site useful and continue to visit us and refer others to the site and our services.

For information about compensation please go to Disclosure and Compensation. 

To help us assess your needs and our ability to assist you, we kindly ask that you complete and submit the following online Questionnaire.