In 1998, I discovered a shared passion for investing with my grandfather, a bond that united us. By 2006, it dawned on me that my father's financial success in investments only came after he connected with a skilled financial advisor. Inspired by this, I aspired to replicate the positive impact that my father's advisor had on our family for other households.

My philosophy revolves around the idea that products, while not direct solutions, function as tools to address various needs. Just like how a quality product can appear ineffective in the wrong context – it's like receiving a hammer when the task calls for cutting wood. The true challenge arises not from the hammer itself, but from its misapplication in a mismatched scenario.

Contingency fee-based attorneys, the professionals in their realm, and their clients who receive sizable rewards. I also provide service to clients who currently need or will soon need income from their portfolios.

Building long term relationships and finding unique solutions.

Income based investing, structured settlements, and tax deferral for business owners.

Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.

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