You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio
While financial advisors have an incentive to accumulate client assets, Anthony Chen encourages his clients to make their money work for them and allow them to live their lives to the fullest. He advises this tack for a simple reason: you can’t take your portfolio with you. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.
Anthony’s commentary was taken from this episode of Family Business Radio.
Anthony Chen, Host of Family Business Radio
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at firstname.lastname@example.org.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.