Firm
Holistic Wealth Management
I believe in a holistic process that covers the four areas of sound financial planning:
- Having sufficient liquidity and an efficient cash reserve system for emergency funds
- Tax-efficient accumulation and distribution of retirement assets
- Protection Planning (defensive asset protection)
- Disciplined Estate and Wealth Transfer Techniques
I believe in being an educator, first and foremost. I strive to help my clients and the public understand the importance of comprehensive financial planning. I believe in a value-driven financial planning approach, in which education is of primary importance.
In my consultative process, I believe it is critical to listen to my clients in order to understand their individual issues, problems, and concerns. After thorough observation and analysis, I work with my clients to determine the most appropriate strategy for their particular situation.
Fee-based Planning
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve 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 meet 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.*
Working on a fee basis allows me to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
- Occasionally we will offer non-fee based products which are subjected to commissions but the cost would always be explained before the product is used.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.
* Nominal transaction charges may apply.
