Sean began his career as a financial advisor with Kades-Margolis in 2013, after graduating from Edinboro University of Pennsylvania. He works with educators and their families to ensure that they have a clear, easy to understand investment plan in place. Sean’s simple and straightforward business approach has helped him build and maintain his client relationships over the years. The most rewarding aspect of his job is helping clients save towards their financial goals, while making their lives easier in the process. When he’s not hard at work, Sean enjoys spending time outdoors with his chocolate lab Stanley, hunting & fishing, bowling, golf, softball, and traveling.
Approaching the financial goals you’d like to reach in a clear and concise manner while staying within your comfort zone. Your investments shouldn’t keep you up at night!
One of the most important aspects of any investment plan is an accurate household budget. Without this your spending will likely differ drastically from what you think it is, potentially disrupting what you’d like to accomplish.
Retirement Income Planning
Once a client has established wealth over their life, there comes a time when they may transition from a growth mode to an income mode. What’s the proper way to disburse one’s assets to recreate a paycheck in retirement? Proper income planning in retirement is critical to avoid running out of money prematurely. I help create personalized income plans with my clients to provide the necessary income to enjoy retirement.
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