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As a Certified Financial Planner, I am able to take an independent and comprehensive overview of my client needs. I do not have a quota on any specific products or sales goals for any company. This allows me to do what is best for the client.
I have available the full inventory of investment and insurance products that are necessary to help my clients achieve their financial goals. This includes mutual funds, unit investment trusts, exchange traded funds, annuities, and individual stocks and bonds and CDs. For insurance, I work with a large number of insurance companies for life insurance, disability income insurance, health insurance, and long-term care insurance.
I enjoy working with people and helping them achieve their financial and life goals.
I have made a decision to not establish a minimum income or net worth for new clients to work with me. I work with clients who value my advise and are working to establish a plan to achieve their goals.
I want to ensure that my clients have money when they need it the most |
