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 far more efficient than amassing your info, going away and making ready your plan, after which presenting you with the plan. Chances are high it isn’t your plan since you weren’t there when it was created, and also you gained’t soak up a lot.
When Norman is just not working, he performs ping pong, sails, skis, zips off to Miami or travels together with his youngsters. A gentle mind harm prevents his spouse from journey.
If you wish to expertise monetary planning, be happy to achieve 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 purchasers primarily based on property managed by advisor • Charges paid by purchasers for recommendation (not primarily based on property) • Commissions |
| Languages written and spoken | • English |
Why did you develop into a planner?
Monetary planning is about serving to individuals get what they need, and I get a whole lot of satisfaction from helping individuals after I can.
I didn’t come into monetary planning instantly. 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 received me began.
What’s your method to monetary planning?
Behind the scenes, I’m knowledge pushed and I need to see the proof supporting my recommendation.
My method to planning is predicated on the easy reality nobody can deny: You solely have so lengthy to get pleasure from your cash. So how will you make the perfect use of it?
