“You Retire Once… I Help People Retire Everyday”
PHILOSOPHY
The best time to get a strategy in place was yesterday. Lucky for you though, the second best time is today! We tailor plans for individuals who are just starting their life together to those who are on the brink of retirement. It’s never too early to take control of your financial future and we understand every client is completely unique.
MISSION
To provide an comprehensive approach to investment and insurance planning for individuals and businesses by implementing a process of discussing and understanding their current financial position and integrating their goals to provide a lifetime of financial independence and security.
PROCESS
We are unique; we sit and listen.
We can’t possibly get to know your needs until we get to know you.
1. Understand your current life stage
2. Learn about your lifestyle, goals, time objectives and your passions
3. Educate Our Clients so they are in control and have a proper understanding
4. Tailor a "Customized Financial Strategy" unique to you
5. Review Your Report
6. Implement the Areas you feel appropriate
7. Regularly Update and Review
SERVICE COMMITMENT
“Commitment means staying loyal to what you said you are going to do long after the mood you said it in has left you”
It’s so important to us that you feel comfortable and have a good understanding of the plans you have in place. That’s why I believe in an open door policy in the sense if you ever need to meet or discuss any financial matter trust in knowing I am very accessible. You are welcome to stop by the office, reach me by email or extend a call. I am always happy to help.
GOALS
“A Goal Without a Plan is Just a Wish”
Our only goal is staying committed to yours
VALUES
Confidentiality: The discussions and interactions we have in regards to your financial matters with you are very personal and that’s the way they will remain.
Fiduciary: Placing your best interest's first is something you can ALWAYS expect. I am legally and ethically bound to being a fuduciary.
Honesty: I apply the same ideology in my practice that I expect with others I do business with. Always put the client first by putting myself in your situation. Knowing what I know, what is best for the client? In other words, I advise people by taking the approach if I was dealt with your set of circumstances how would I proceed.
Transparency: From our relationship, services, fees and commissions. These are all discussions we have with clients to develop a transparent approach.
Clarity: Our industry is ever changing and disclosing important and relevant information such as new government regulation, how I am compensated, explaining investment statements is important for you to understand. Let us tell you what others choose to avoid.
