Your Success

We strongly believe that as an independent financial professional, we are able to put both the clients' and the advisor's interests in harmony. We can provide fair and objective counsel without any conflict of interests like sales quotas and proprietary product restrictions, and believe you will rest easier, knowing your unique goals and personal needs are front and center in everything we do.

You can be confident that:

  • Your plan will be customized to target your unique needs.
  • Ongoing and thorough discussion will provide you with clarity about our strategy and plan.
  • Your total understanding and involvement with your plan will allow you to move forward confidently.
  • We will be a catalyst to enact improvements to and implementation of your personal family plan.
  • Ongoing updating and monitoring of your plan throughout life's challenges will give you an ongoing sense of comfort.

The key to building the plan and feeling better about your financial future is an open line of communication between us. To help me understand how best to help you, it's important to:

Know each other. Please call me to set an appointment to review your individual circumstances, so we can discuss the products and services that may be most appropriate for you.

Tell me about yourself. The more I know about you and your family, the better I can address your needs. I won't act on a hunch -- I'll only act on what you tell me is important to you.

Learn from this process. This is a dialogue. You'll want to ask lots of questions about my recommendations. I encourage you to ask for explanations and details and to challenge me when you think I've left something out.

Work together.
My job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of my recommendations. The decision will always be yours.

Trying to balance saving for education with your retirement goals?
Click here to learn how we can help!