Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
As an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.
My office was established to provide ongoing professional advice to investors while helping them work toward meeting their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.