Melvin

Financial adviser

Melvin

I help individuals and families create a comprehensive financial plan that takes into account their specific needs and goals at each life stage. Businesses can also insure their key person (CEO, founder etc), allowing the company to continue to operate in the event of the loss of the key person. Yes, financial planning is a long term journey. Talk to me, If you’re unsure about whether your financial portfolio fits you at your current life stage, or your business insurance.
scard-usermelvin

About the author

I help individuals and families create a comprehensive financial plan that takes into account their specific needs and goals at each life stage. Businesses can also insure their key person (CEO, founder etc), allowing the company to continue to operate in the event of the loss of the key person. Yes, financial planning is a long term journey. Talk to me, If you’re unsure about whether your financial portfolio fits you at your current life stage, or your business insurance.

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