The Five Keys to Your Future Dreams
Do you see a dream in your mind’s eye for retirement and wonder how to make it REAL?
These five keys are the roadmap to making your dream a reality.
October Effect, Ltd. is a Registered Investment Advisor firm, servicing the Tidewater, Virginia area since 2015 as a fiduciary.
Precision Wealth Planning for Your Next Chapter
At October Effect, Ltd. we use a five-step framework to protect your wealth and fund the lifestyle you’ve worked hard to build.
Key One
What wakes you at night? Get your risk tolerance number in a 3-page report.
Key Two
If I stop working now, can I live my dream? Contact us to discuss your Risk Tolerance Report and discover your Risk Capacity Score.
Key Three
Will my current assets survive the next down-market? Check to receive your portfolio analysis report including risk score, diversification, and attribute details.
Key Four
Protection from these nightmares: IRS, Down Markets, Bad Luck, Long Term Care, Death or Divorce.
Key Five
The dream of finding a good advisor. Is it too good to be true? Contact us to find out.
Meet Kevin
Kevin Moravek is a 1991 graduate of Norwich University, and served as a commissioned officer in the United States Navy until 1997. He then entered the financial services industry as an advisor and joined October Effect LTD in 2019.
Kevin’s practice focuses on intermediate and advanced planning for high net worth families, wealth management and retirement planning for business owners, active duty and retired military members.