Knowing exactly where you are and where you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams. Our comprehensive services can help you to develop a personalized road map for success. We will provide our professional experience and guidance every step of the way.

Your journey to success begins with action and is achieved by following a disciplined approach designed Just For You.

Comprehensive Discovery Process

OUR PROCESS is to carefully evaluate your complete financial situation. This begins with the discovery process in which we learn all we can about your unique financial situation. Next, we carefully construct your financial roadmap. We gather key data such as your financial net worth, tax situation, debt obligations, and risk tolerance as well as your personal goals and business/career objectives. Using this knowledge, we work with you to create an assessment to help you work toward financial success. When needed, we will happily work with your other advisors, such as attorneys or insurance agents. During every step of the process, we carefully explain each financial component and answer your questions.

Once your assessment is in place, we periodically review it for needed adjustments. Our lives and the financial markets are in constant change and this is a “work in process”. We will make that process easier for you and help you every step of the way.

Portfolio Management & Financial Services

We provide a professional portfolio and a variety of services to assist our clients in the achievement of their goals. Our disciplined investment process is customized for each client. All portfolios are monitored and adjusted based on the client’s personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to help provide the best opportunity to meet the objectives and goals of their portfolios.

As a financial service professional, I rely on my experience to assist in the development of core strategies. We seek to maximize long term returns while minimizing short term risk through proper diversification. This diversification involves an asset allocation strategy to reduce the overall risk of the portfolio by spreading risk across and within different asset classes. Close attention is paid to asset correlations with the goal of achieving and maintaining efficient portfolios that produce high returns for an accepted level of risk.

Our goal is to be an independent resource that offers unbiased service based on solid fundamentals and not cookie-cutter formulas.

Independence & Flexibility

Because of our independence, our clients know we have access to a full roster of non-proprietary products and a complete menu of unbiased financial solutions.

Our independent association with Money Concepts provides direct access to one of the largest product lines in the industry.

The flexibility we enjoy facilitates our ability to customize portfolios, while providing our dedication to service.

Value, Quality & Seamless Service

Our commitment is to help you determine your financial goals and to help you achieve those goals. We will strive to keep you focused on where you want to go and remind you how to get there. We will emphasize the importance of maintaining a disciplined approach to achieve your goals.

We’re committed to helping you meet your own unique challenges, objectives and financial goals. We pride ourselves on providing personalized service based on our can-do attitude. Our promise is to treat you with the individual care and respect you deserve. You can always expect our commitment to the highest level of professionalism with a constant eye on the details.

One of our goals is to keep you up-to-date and educate you all along the way via our monthly Client E-Newsletter.

As always, we take satisfaction and extreme pride in the reputation we’ve built by providing seamless service. I am looking forward to a long and successful relationship. Contact me today!