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About Me |
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My value added proposition is my independence, professionalism, and experience
I am an independent financial advisor. Through my independence I am able to provide solutions without influence or regard
to proprietary funds and favorable sales agreements. I am not an employee of any company. My relationships are ongoing and
I am legally bound to a fiduciary standard. Fiduciary is more than “suitable” at the moment of sale that you
might receive from a broker. Fiduciary means that my recommendations must be in your interest. This requirement puts me on your
side of the table. Transparency and communication are a must.
Independence allows me to “partner up” with money management services for stocks, bonds, CD, EFT's, mutual funds,
variable annuities, and insurance products.
As an independent insurance agent I also have the freedom and diversity of choice in insurance carriers. Whether it is
long-term care, annuities, or life, I am not a captive agent of any carrier. Because I have access to most insurance companies,
I can offer different options.
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Helping you reach
your financial goals |
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