Basic Information
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Company
Armstrong & Sinoff Financial -
Phone
321-258-1441 -
Mobile phone
321-258-1441 -
Email
adam.p.sinoff@nm.com -
Describe How You Would Like To Be Introduced Via Email
I'm introducing you to a great resource, Adam Sinoff, Co-founder and Private Wealth Advisor with Armstrong & Sinoff Financial. He and his team provide peace of mind to clients about their finances by building a more comprehensive financial plan that aligns with their goals and how to execute on them.
They specialize in helping folks who are approaching retirement or already retired, to save on taxes, increase their wealth, and protect their assets. He's offered my friends and colleagues a brief complimentary call to see where you might have gaps or blind spots in your current plan.
I'm connecting you two here so he can introduce himself. Whether it is applicable to you now or not, it may be worth a brief 9 minute phone call to meet him and get some tips and strategies to give you more peace of mind. -
What is your "why"? Why do you do what you do?
I love helping people discover a mental permission slip to learn how to spend joyfully in the most tax-efficient way, and create a legacy impact for their loved ones and causes that are important to them. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) In your current financial plan, do you know what rate of return you need to earn so you never run out of money?
2) In your current financial plan, what is your retirement withdrawal strategy when the market is down?
3) In your current financial plan, what is your tax mitigation strategy? -
Unique Selling Proposition
Financial planning for affluent / high net worth people who are all set and satisfied with their current financial advisor. We identify gaps and blind spots that people didn't know they had in their current financial plan. Our 3 differentiators clients tell us we deliver include:
1) Tax efficient planning for retirement income distribution
2) Thought partnership with credentialed expertise that puts at the center of our clients' financial lives
3) Unparalleled concierge service experience -
About me
I'm a Co-founder and Private Wealth Advisor with Armstrong & Sinoff Financial, a boutique fee-based financial planning firm in downtown Orlando. We're backed by the financial strength of a Fortune 500 company, Northwestern Mutal, and joined their Private Client Group in recognition of our team's high net worth market expertise.
As a second-generation Florida native, I was born and raised in Jacksonville by hard-working professional parents (both UF alumni) with core values of family, education, and unconditional love. I earned my Bachelor's degree in Accounting & MBA in Finance from the University of Florida (Go Gators!)
After 23 years in the corporate finance world (14 years at Disney) & moving on to executive roles in Private Equity M&A, I made a career change inspired to find a path that would allow me to help families by leveraging my financial background, while enjoying more professional independence. I chose to partner with Northwestern Mutual as our broker dealer over 4 other wealth management firms as the NM model offers a holistic comprehensive planning approach while others are limited to portfolio management.
On a personal side, I'm married since 2006 to my amazing wife who is a Disney marketing executive, a fellow UF alum, and we are blessed with two wonderful children, a 16 year old daughter and 12 year old son. -
Profession
Financial Planning -
Title
Co-founder and Private Wealth Advisor -
Hobbies and interest
When not working, I love supporting our kids' passions for competitive basketball, tennis and art. I also volunteer at our kids' school (Windermere Prep), and my beloved alma mater, the University of Florida. We enjoy attending games and cheering for our Florida Gators and Orlando Magic. -
Website
armstrongandsinoff.com
Contact Information
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City / Town
Orlando -
State
FL -
Zip
32801 -
Country
United States -
Special offers to the group
Initial consultation without charging a fee -
Facebook Business Page URL
https://www.facebook.com/adampsinoff -
LinkedIn Profile
http://linkedin.com/in/adam-sinoff-207a276
Education
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College / University
University of Florida -
Graduation Year
1993