Before I analyze and recommend, I listen and learn from my clients what is important to them. My commitment to every client is, “I will fully consider your situation, be honest and candid and provide the same service that in similar circumstances I would apply to myself”.
I have been helping people in all walks of life with their issues of wealth management for over 25 years. My methodology is simple - before I analyze and recommend, I listen and learn from my clients what is important to them. My commitment to you, and every client, is: I will fully consider your situation, be honest and candid, bring experience and knowledge to bear, and provide the same services that in similar circumstances I would apply to myself.
In our discovery discussions, it is my role to ask the right questions for you to achieve clarity about your financial goals and position. My agenda in this process will be to help you gain a better level of insight. These insights can then be woven into the fabric of your planning and wealth management.
Our ongoing work together will help you align important aspects of your financial affairs – the myriad of pieces required to realize your goals and achieve a more confident retirement. We will also track results and make adjustments when needed to accommodate changes in your goals over time.
People say they benefit from our initial meeting, whether we do future business or not. There is never a charge for a first appointment. While you won’t receive written analysis or recommendations at that initial meeting, we will discuss financial planning concepts and get a sense of how we might work together. You are welcome to call me anytime.
Areas of Focus:
Retirement Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Executive Compensation and Benefit Strategies
I am licensed and registered to conduct business in FL.
Based on licenses and registrations I hold, I may also conduct business in IN, SC, MA, NC, MD, IL, TX, SD, PA, CA, MI, DC, NJ, AL, TN, MS, AZ, and GA
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
More information available at FINRA’s BrokerCheck website www.brokercheck.finra.org/
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment advisor.
Ameriprise Financial Services, Inc.. Member FINRA and SIPC.
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