At least that’s what I have found. So I act as a partner and financial advocate for my clients – anyone who wants to take charge of their wealth.
By listening, learning and taking the time to understand your concerns, I can provide the care, support and guidance you need to feel confident about your financial future.
I believe it’s important to know where my clients have come from, where they are today and where they want to go. So when we sit down together, I’ll ask you questions. I want to learn about your life, your family and what matters most to you.
Respect, Patience and Attention to your needs.
This is what a financial planner should provide, especially when you face major financial decisions. You need to make the choices that are right for you. What’s more, you need to feel comfortable with those choices.
Managing your money wisely means learning about your options — the advantages and disadvantages of each one — and making informed decisions. I’ll help you take charge of your finances by teaching you the basics of wealth management and how to use your money to work toward a lifetime of financial freedom. I’m an independent financial planner, which means I don’t have to sell company products.
As a registered representative of Commonwealth Financial Network, I can carefully select investments that I feel will benefit you, not the investments someone has told me to “push.”