Commitment

My commitment to you

I am dedicated to helping you pursue your investment goals by providing personal attention and quality services.

How I help you succeed

I provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you work towards your goals.

My services

I offer a range of planning resources and services to help you address your goals:

  • Comprehensive portfolio management
  • Investment strategies
  • Income distribution
  • Ongoing investment monitoring
  • Insurance solutions
  • Estate planning
  • Periodic reviews
  • Cash flow and tax planning
  • Retirement planning
  • Financial planning
  • Wealth management
  • Coordination with other professionals

How I communicate with you

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, and our informative client newsletter. You can also count on a response within 24 hours whenever you contact me with a question or concern.

My fee structure

My investment advisory practice is fee based. My annual advisory fees are calculated simply as a percentage of assets under management. My fees are not based on trading activity or commissions.