I invest for individuals and corporations who do not have the time, interest, or knowledge to completely manage their finances on a regular basis. My focus is on building long term relationships, not on individual transactions.
I act as my Client's trusted advisor, attending to the details of their financial life as it moves forward. Not only do I advise my Clients as regards to their investments, but also on other facets of their lives, helping them clarify and define their goals, values and dreams.
I serve as a Coach in all aspects of their lives: in helping them pursue their financial goals, while working toward financial independence. I recognize the uniqueness of each individual, and I tailor my Financial Plans in the context of the Individual's own goals, risk tolerance, and other factors.
MISSION
& VALUES
STATEMENT
I listen to my Clients' needs, goals, aspirations and dreams, and tailor strategies based on the individual. My broad experience and educational background enables me to offer perspectives within the investing world on how economics, law and other factors influence investment decisions.
LPL Financial has none of their own proprietary products, nor does it act as an Investment Banker. What this means for you, is that I am not pressured or influenced by LPL to sell its products, and I can offer you objective financial guidance.