"Helping you put together a strategy as unique to you as your fingerprint."
BAXI wants people to be successful in all aspects of their financial life. We help people to think holistically about their life and goals, and how to best position their time, energy and assets. We believe that everyone should understand what they are invested in, and why; and we focus on educating clients as a result.
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•Helping my clients improve their financial future i.e. Preserve Capital, Create Wealth et.
•Achieve their financial goals, with thoughtful and prudent planning
•Provide personalized service
I have conducted several seminars and published many articles in financial services publications, including:
•American College journal;
•Society for Finance and Service Professionals (SFSP);
•Million Dollar Round Table (MDRT) etc.
Areas of specialization:
•Life Insurance, Annuity & Long Term Care;
•Retirement & Estate Planning and