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José R. da Cruz, CFA®                  

International Assets Advisory
One Stamford Plaza
263 Tresser Boulevard, 9th Floor
Stamford, CT 06901
Phone:
  • 203.731.7618

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Please feel free to contact us with any questions.

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"In the end, it's not the years in your life that count. It's the life in your years."
Abraham Lincoln    

It doesn't matter how long you live, but how much you lived during the time you were here. So many of us get caught up with age and aging and forget that it's not about turning back the clock or staying young forever, but trying to get the best feeling you can get out of each moment of your life.

Abraham Lincoln was known for being handy with words, so it's no surprise that he was able to make a quote like this, especially since he was able to pack a lot of life in his 56 years.

Would you like to worry less...and enjoy life more?

Would you worry less if you were more confident that you ...

... Have a life plan?

... Have your investments and your investment strategies aligned with your goals?

... Are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on?

If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You are wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children's education or your retirement? How can you be assured that you will have the assets available to do what you want?

You can enjoy financial independence.

When you visualize financial independence, what do you see? More opportunites for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. Wth the right help, you can put them together successfully.

How we can work together.

I will focus on your goals and work in all areas of your financial life to create a strategy that changes as your circumstances change. Instead of just telling you what to do, I work with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

With more than 30 years in financial services, I offer clients a seasoned professional who is competent to assist them in organizing their financial affairs and meet their life goals.

Would you like to start today?

Contact me to schedule a no-cost, no-obligation initial consultation.

We'll talk about your financial concerns and objectives, and the solutions I provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck