Boris Desancic Wealth Advisor in USA

 Boris Desancic is a financial advisor in Silverdale, WA. They have been in practice for 21 years, the last 3 years at Clear Creek Financial Management LLC.

What Does This Advisor Specialize In?

Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.

• Financial Planning

  An advisor with a financial planning specialty can help you develop an effective plan to reach your financial goals by examining your assets, which can include investment, savings and retirement accounts. If you want to make a large purchase, like a house or car, this individual can also tell you if it's a smart buy based on your financial situation.

• Provides Educational Seminars

  If you're interested in learning more about a financial topic, such as saving for your child's college education, planning for your retirement or taking out a mortgage, this financial advisor holds the type of educational seminars you might be looking for.

• Portfolio Management for Individuals or Small Businesses

  Individuals and small-business owners can consult an advisor with this specialty for assistance making the most money from their investment portfolios. Advisors with this background can help you choose good investments and recommend whether you should take an aggressive or conservative investment approach.

• Pension Consulting Services

• Pension plan administrators often need help from a financial advisor to create an effective investment strategy, choose brokers and money managers, pick mutual funds for participants and track the performance of investments. An advisor who offers pension consulting services can assist in developing pension plans that provide the most value to beneficiaries and participants.
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