I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these.
My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve ...
I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these.
My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve ...
