Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We go out of our way to exceed your expectations. Our clients always come first, and our team is dedicated to providing the best possible service while minimizing the time and energy that our clients spend on administrative issues. This means we provide timely answers to your questions and swift resolution to your inquiries and requests.
We make communication easy for you. When you call us during normal business hours, you will reach a person–not an automated system. For clients who prefer to communicate via e-mail, you will receive an immediate response during normal business hours. No matter when you call or e-mail us, we will respond within 12 hours.
Our commitment to service also means we take the extra step to ensure task completion. We follow up until every issue has been resolved, and our goal is to do so within 24 hours. We also help you coordinate the flow of your financial information among all of your advisors upon request. For example, we will provide comprehensive year-end tax statements to your CPA along with our phone number so they can contact us directly.
I feel that having choices is important in investment and financial planning. I believe my clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. I also believe in diversification as a sound strategy designed to reduce the inherent risk of investing. As a result, I offer my clients an extensive array of investment alternatives and services. Some of those services are listed below.
