Claim your FREE session with Dejan today!
Learn how to secure your financial future
(4 FREE Sessions Remaining)
During our first meeting, I’ll explain how to improve the odds of your investment success so you too can feel increasingly in control of your financial future. No gimmicks, no salesmanship, just honest advice. The best part is… its FREE!
Hi, I’m Dejan. I’ve been helping teachers take control of their financial futures for 20 years. In your FREE consultation I will go over the options and strategies that are available to your unique situation. I believe that everyone deserves quality, honest advice. I pride myself in being an advisor you can trust, someone you can rely on to be consistent.
I help teachers by handling the following:
- Supplement your retirement savings with an IRA/Roth account
- 403b/457 Fund selection
- Securities and commodities trading
- Portfolio rebalancing
- Account management.
- The distribution strategy for your hard-earned pension
- Zero-commission, low-cost supplemental guaranteed income
- Your child’s 529 plan selection
Book your FREE Consultation with me today and take control of your financial future.
Basically, it’s an ‘all about you’ process.
In our first meeting, we’ll sit down over a coffee and I’ll listen in, as you tell me your pain points in great detail. The more information you can give me the better, so you’ll have as much time as you need. I’ll make sure you understand what makes some funds better than others and how I can help improve the odds of your investment success. Sure, investing in stocks and bonds has been the best way to build wealth over time, but there are risks too. I’ll explain this in more detail because your risk-appropriate, custom asset allocation (the amount of stocks and bonds that you own), is the most important determinant for your success.
If you prefer, we can do this over Zoom, it works just as well. After the meeting, my goal is that you feel more positive about your financial future.
Then I’ll go away and use the information you’ve provided to find the right solution. I’ll review your retirement plan, your IRAs and any other investments you might have. I gather the documents I need digitally, using a custom link that’s unique to you. It’s simple, efficient and bank-level secure.
The follow up meeting gets a bit more formal. I’ll give you my recommendations and answer all your questions. I need to be 100% convinced that we are the right fit and that I can indeed help you pursue a better investment experience. Then, and only then will I ask for your signature to move forward.
During our engagement, at no stage will you be left on your own. I’ll always be available to answer any of your financial questions. We’ll have face to face meetings too (via zoom), if you so chose.
