My Clients
From the first meeting, I am hands-on with developing and personalizing your wealth management plan. Many of my clients have received financial guidance before, so if you are looking for a different financial advisor or a professional second opinion, I will ask:
• “Why do you want to make a change?”
• “What are your expectations?”
If you are comfortable to move forward, I will conduct several in-depth conversations regarding what you own and why you own it while developing tax-advantaged investment strategies and retirement and estate planning strategies. With your approval, I can also coordinate with your other trusted advisors, such as your attorney and CPA, to deepen my understanding of your overall personal situation and needs.
• “Why do you want to make a change?”
• “What are your expectations?”
If you are comfortable to move forward, I will conduct several in-depth conversations regarding what you own and why you own it while developing tax-advantaged investment strategies and retirement and estate planning strategies. With your approval, I can also coordinate with your other trusted advisors, such as your attorney and CPA, to deepen my understanding of your overall personal situation and needs.
Along with common sense, I also value honesty and communication. When working with me, you can expect open, transparent conversations in each of our meetings. I want to get to know you beyond just your financial goals. I want to learn about your life and what truly motivates you. This will help me seek out investments that reflect your values and investment behavior.
Staying in periodic contact with you is my priority. You will typically hear from me every 30 to 45 days. I will provide performance feedback quarterly. While being part of a full-service wealth management and investment banking firm, I also specialize in fixed income investing and annuities, which may help you manage your earnings and provide a steady stream of income for your future.
Annuities are not insured by the FDIC or any other government agency. Guarantees are based on the claims-paying ability of the insurance company.
Annuities are not insured by the FDIC or any other government agency. Guarantees are based on the claims-paying ability of the insurance company.
