One of the most important terms used to describe my practice would be "independent." Being independent means I have no proprietary products or quotas to fill. Whether you are saving for your newborn's college education or generating an income from you savings during retirement, I have the flexibility to choose the investments to address your personal goals without any outside pressures.
I would describe myself as a family financial planner. My clients range from those who are just starting to invest, to those who are retired and living on the assets that they have accumulated throughout their lives. Where ever you are in your journey in life, I can help you develop an investment plan to help your pursue your goals.
Upon meeting with a client, together we discuss their risk tolerance, investment goals and current financial position. I educate and inform my clients on the investment options available. Once an investment strategy has been selected, I create a custom portfolio for each client and monitor the positions. I recommend an annual review as a minimum. I believe every client deserves the highest quality advice, regardless of asset size.
I look forward to meeting with you...