His profession started in 1995 spending two years as a life insurance coverage agent and two years at a financial institution earlier than forming Atlantis Monetary Inc. Over these years he has developed his three-step interactive method to monetary planning: life planning, monetary planning, adopted by monetary recommendation round tax, investments, and insurance coverage.
In his expertise an interactive collaborative method is rather more efficient than gathering your data, going away and getting ready your plan, after which presenting you with the plan. Chances are high it’s not your plan since you weren’t there when it was created, and also you received’t take up a lot.
When Norman will not be working, he performs ping pong, sails, skis, zips off to Miami or travels along with his youngsters. A gentle mind damage prevents his spouse from journey.
If you wish to expertise monetary planning, be happy to succeed in out to schedule a complimentary zoom assembly the place Norman will discover out extra about you and what you need to obtain. After about an hour you’ll each know if Norman’s method is best for you.
| Companies | • Monetary Planning • Funding Planning & Implementation • Insurance coverage Planning & Implementation |
| Specializations | • Property Planning • Complete Monetary Planning • Funding Administration |
| Fee Mannequin | • Charges paid by shoppers primarily based on belongings managed by advisor • Charges paid by shoppers for recommendation (not primarily based on belongings) • Commissions |
| Languages written and spoken | • English |
Why did you turn out to be a planner?
Monetary planning is about serving to folks get what they need, and I get a number of satisfaction from helping folks after I can.
I didn’t come into monetary planning straight away. My first profession was land-use planning. Again within the late ’80s, actual property wasn’t booming, so I made the shift to monetary planning. A e-book I learn on penny inventory investing again in highschool bought me began.
What’s your method to monetary planning?
Behind the scenes, I’m information pushed and I need to see the proof supporting my recommendation.
My method to planning is predicated on the straightforward fact nobody can deny: You solely have so lengthy to get pleasure from your cash. So how are you going to make one of the best use of it?