Our Process
We are a small firm with boutique-style service. We strive to fully understand the needs of my clients and provide customized solutions. In providing advisory services and just that – we do not manage client accounts or take custody of assets. While this may be different from what you are used to, we will educate you on the process and walk you through the steps to your financial solutions. It saves you the fees and allows me to do what I do best.
You may be coming from a financial professional who you do not pay out of your pocket. This comes at a price – in the form of limited selection of products, fees that come out of your investment, and/or reduced returns, and most importantly recommendations that are designed to benefit the advisor and firm, not the client. We can guarantee that unlike a commission based advisor, we always seek your best interest.
You may be coming from a financial professional who you do not pay out of your pocket. This comes at a price – in the form of limited selection of products, fees that come out of your investment, and/or reduced returns, and most importantly recommendations that are designed to benefit the advisor and firm, not the client. We can guarantee that unlike a commission based advisor, we always seek your best interest.