From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.
Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Meeting 1: Introductions
Our initial meeting is all about getting to know one another. We are interested in who you and your family are and where you want to be. We will gain a comprehensive understanding of your past, present, and future financial goals. You'll also learn more about our team, our capabilities, and our approach to investment planning. The purpose of this meeting is for each of us to determine whether or not we are a good "fit" to work together.
Meeting 2: Exploration
Using the information gathered during and after our first meeting we will prepare an initial draft of your investment plan. We'll explore opportunities to expand on your goals, as well as help identify any gaps in your current strategy. Then we will refine your plan, evaluating potential scenarios so you understand how your finances may be impacted. This will allow us to begin preparing for our next meeting where we will look closely at your financial risks, expenses, sources of income, tax considerations, employee benefit plans, and more.
Meeting 3: Analysis & Recommendations
In our third meeting, we will discuss our recommendations from the analysis of your current investments and review our proposed changes and rationale. Our goal is to offer you a clear vision of where you stand and ways you can secure your financial future. If you decide to hire our team, we will begin implementing the plan as soon as you would like to begin. If you decline to hire us, the analysis and recommendations are yours to keep.
Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.