As a CERTIFIED FINANCIAL PLANNER™ professional and Co-Founder of
CrossleyShear Wealth Management and CSsports, I’ve held a lifelong passion for
helping individuals and families achieve their financial aspirations. I am also among a
select few financial planners recognized by the National Football League Players
Association (NFLPA) for my financial planning expertise and integrity. My team and I
understand the important role we play in our client’s lives and embrace the opportunity
to be their life-long financial partner. Whether an individual, family, corporate executive,
business owner, retiree or professional athlete, we are driven by a promise to deliver
personalized care and customized solutions for all client’s needs ranging from everyday
spending advice and retirement planning to managing their investments, insurance,
college savings and business planning. It’s a care commitment we live by every day,
empowering our clients to achieve their financial goals and providing security to those
that matter most in their lives. Working by their side to plan for life’s uncertainties and
celebrate life’s joys.
What’s a better investment, a Mega Millions lottery ticket that costs two bucks and may be worth $1.1 billion by tomorrow, or a portfolio mix of stocks that have the potential of becoming the next Apple (AAPL), or Tesla (TSLA)? One doesn’t have to be a statistician to realize the chance of reward is almost non-existent with almost any lottery ticket; in fact the chance of a complete loss is almost assured. The value of the stock portfolio is unlikely to drop to near zero in 24-hours, but puts more at risk as it is likely to have taken several thousands of dollars to create. Both allow us to dream differently, so they serve us differently.
Winning a life-changing amount in the lottery, whether it's six figures on a scratch-off ticket or megamillions in the Powerball drawing, could give you the financial freedom you desire. Pay off all...