I am an independent financial planner providing professionals, entrepreneurs, business owners and executives with comprehensive financial planning in a personal and caring way. I offer individualized services working on your behalf. I am 100% Fee based. As I help you increase your wealth by increasing your portfolio, I succeed as well. It is a partnership.Clients can expect a long term commitment that is based on sound guidance and high quality service, based on you as a “client” and not as a “customer” selling you something.My philosophy includes the following clients’ rights:• You deserve an investment portfolio free of limited choices and hidden costs and biases• You deserve a financial planner that treats you as a human being, not as a sales quota• You deserve a financial planner that will make your concerns and goals a priority, and invest according to your plans.• You deserve a courteous financial planner that will work for and with you, not around you.• You deserve a financial planner that stays updated on best practices in the growing complexity of financial issues.• You deserve the financial confidence that comes from knowing that your money is working toward your dreams and aspirations.• You deserve to have your assets actively managed and monitored.• You deserve to be updated regularly about your portfolio’s performance.You deserve prompt and courteous answers to your questions, responses to your requests, and detailed explanations on anything you have concerns about!Specialties: Stocks, Bonds, Mutual Funds, Qualified Investments, REITS, 401K Rollovers, Retirement and Financial Plans.
