Our Value Statement

Our Relationship

I believe in financial planning and establishing strong relationships with every client. I will be there for you, helping you plan for your future needs. You can count on me to contact you regularly and to answer any questions you may have.

Expectations

It is extremely important that you be honest with me regarding your financial situation. I need to understand your hopes and dreams and how you feel about your money. Every client is unique and needs unique treatment.

Ongoing Availability and Reviews

We must maintain regular contact, and review your investment portfolio quarterly. You can always call me to ask any question or to set up a meeting. I consider my staff capable of answering and handling any question or need you may have should I be unavailable to speak with you.

Investment Philosophy

There is no right or wrong way to invest money. The best way is to allow time to work for us, not against us. We focus on where your portfolio will be in five years, never one year. We think risk first – return second. I will build a portfolio for you with the goal being to provide a good return but to do so while staying within your comfort zone. We use a number of professional managers and products to help you reach your goals.

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