Broker Check

Integrity through Understanding

We develop relationships that go far beyond the basic risk tolerance questionnaire. We take the time to discover what is important to each client by uncovering their values, passions, expectations and objectives.

Only when we have a thorough understanding of our clients’ objectives, can we develop a customized financial plan. We use the most current technology to educate and motivate our clients about their investment alternatives so that they can make sound decisions. By understanding each investment recommendation, and their tax implications, our clients are assured that they are given appropriate options so that they can confidently make informed decisions.

A successful financial plan is not a one-time, static plan, but an ever-changing course of action. It is an ongoing process throughout your life. As we all know, just when you make plans, something happens - and events both large and small - can change everything. We anticipate changes when we can and adjust our clients’ plans as necessary. Monitoring is the final ongoing phase of a successful plan and our clients know that we place their life situations and goals at the center of our relationship.