His career began in 1995 spending two years as a life insurance agent and two years in banking before founding Atlantis Financial Inc. During those years he developed his three-step approach to financial planning: life planning, financial planning, followed by finances. advice on tax, investment, and insurance.
In his experience the collaborative approach is more effective than gathering your information, preparing your plan, and then presenting the plan. Chances are it's not your plan because you weren't there when it was created, and you won't absorb much.
When Norman is not working, he plays ping pong, sails, skis, zip lines to Miami or travels with his children. A minor brain injury prevents his wife from walking.
If you want to have a financial plan, feel free to reach out to schedule an introductory meeting where Norman will find out more about you and what you want to achieve. After an hour you will both know if Norman's method is right for you.
| Services | • Financial Planning • Financial Planning and Implementation • Planning and Implementation of Insurance |
| Special | • Planning of Buildings • Comprehensive Financial Planning • Financial Management |
| Payment Model | • Fees paid by clients based on assets held by the advisor • Fees paid by clients for advice (not based on assets) • Commissions |
| Written and spoken languages | • English |
Why did you become an editor?
Financial planning is about helping people get what they want, and I get a lot of satisfaction from helping people when I can.
I didn't get into financial planning right away. My first job was land use planning. Back in the late '80s, real estate was scarce, so I made a change in financial planning. A book I read on penny stock investing back in high school got me started.
What is your approach to financial planning?
Behind the scenes, I am data driven and want to see evidence to support my advice.
My approach to planning is based on a simple truth no one can deny: You only have so long to enjoy your money. So how can you use it in the best way?
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