How I conduct business

The value that I offer to you and what you can expect from the team.
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I offer clients process and an ongoing relationship managing their financial goals. I educate them as to the best approach to consider in investing their assets and using the best means available and appropriate for their situation.

I prefer fee-based financial advice, which aligns my compensation with clients' goals. Fee-based means we typically charge a percentage of the assets under management and avoid transactional commissions.

No fees for consultations, financial plans, or strategy meetings. I specialize in creating comprehensive financial plans before investing your assets for retirement, college, or whatever your goal is. Then I implement the plan using a fair and transparent fee structure.

You should always know how I am compensated for managing your assets.

Finally, I excel in periodically reviewing the performance of your assets and keeping you on track for the best chance at successfully reaching your financial goals.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.