It’s official…I now have a fantastic Administrative Assistant to assist with the day-to-day tasks required of running a Financial Advisory practice. It is my pleasure to introduce my new Administrative Assistant, Shawna Ionita. Shawna is here to help ensure that my clients are receiving the highest quality customer service from Arktos Wealth Management. As complexities […]
Here’s the scenario: Mom raises you and your siblings from birth. She’s a vibrant mom as she sends you off to school, plans play dates with your friends, and makes your favorite dishes for supper. Eventually, you and your siblings all move out, start families, and visit ‘mom’ on the holidays and the occasional weekend.
Who’s Taking Care of Grandma? Read More »
Here’s the cold hard truth: The success of my practice is dependent upon my clients’ success. The more they succeed in building and protecting their wealth (or mini empire), the harder I have to work to ensure we are covering all facets of their plan. For a business to grow, it needs to keep
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What happens to your assets when you die? Need to review your trust? Going through changes in your family dynamics? You may need to speak with a competent estate planning attorney if you answered “yes” to any of these questions. There are many attorneys out there who may be able to help with your particular situation.
Leaving it to Chance Read More »
