I offer clients a 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.
