YOUR PERSONAL CFO
Most enterprises have a Chief Financial Officer who is responsible for management of the company’s finances. I serve as personal CFO to my clients, helping them achieve their financial and life goals.
Significant Difference: Please be aware that, unlike many others who use the Financial Planner title, I provide clients with a Fiduciary Oath, pledging to act only in their best interests, at all times.
Taking a holistic approach to your financial well-being and analyzing your financial assets and liabilities, I offer advice unique to your personal financial objectives. You will understand your financial situation, your alternatives, and the results of plan implementation. As your Advocate, I will assist you in making educated choices and help you avoid costly errors.
MY CLIENTS WANT
- Unbiased, objective, professional financial analysis
- NO product sales pitch
- A long-term relationship with a planner they trust
- A team approach
- Big picture financial perspective
KEY INTERESTS INCLUDE:
- Employee Benefits
- Estate Planning
- Income Taxes, Changes in Laws
- New Investment Options
- Retirement with Dignity and Independence
MY CLIENTS RECEIVE Peace of Mind, and Time for their Lives
Factoring in the Big Picture, as well as the Individual, I create a strategy to lower taxes and manage risk. I find ways to save on investments, insurance, and debt.
A TEAM APPROACH
I coordinate with other professionals, such as accountants, estate planners and insurance providers, so you benefit from the enhanced security of a team of professionals working toward your financial objectives.
NO HIDDEN AGENDAS
I receive no commissions or referral fees for recommendations. My compensation comes solely from my valued clients – no third party commissions, bonuses, or free trips. My only goal is your financial success.
EXPERIENCE, EDUCATION, PERSPECTIVE
Beyond my designation as a CERTIFIED FINANCIAL PLANNER™ and commitment to ongoing education and Industry best practices, I hold an MBA in Finance; I see economic and financial events in perspective and I have a long-term Investing Philosophy. I operate through preparation, not reaction.
FOR BEST RESULTS…
For most, financial planning will be a process, not a one-time event. This includes implementation and monitoring to keep you on track to meet your financial goals.
Contact me either by e-mail or phone. Let’s begin!