Whether a few years from retirement, or already there, those that hire me feel relief as they are gently guided. I started Life Strategies Advisors in order to provide a service that I would have appreciated. I began my medical career almost 4 decades ago with loans on top of loans, and gradually accumulated some wealth that I didn’t know how to manage efficiently. So I learned, earning an MBA along the way. Whereas much of the financial advisory business is about sales, it is not one of my strengths. I approach my clients as I did my patients, laser-focused on their needs and aspirations, not on what I can sell them. Why & when do people hire me?
- When they lack the patience, emotional energy, or time to focus on optimizing their investments and financial life with confidence.
- When they realize that they would be better off by incorporating the complexities of investments, insurance, taxes, retirement plans, etc. into a comprehensive life strategy
- When they decided that their time is better spent elsewhere
To your health,
Daniel Ruben, MD, MPH, MBA
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Registered Principal, offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Life Strategies Advisors and IFG are unaffiliated entities. Registered Principal is licensed in CA, FL. Any information provided herein regarding investments or economic data has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
