About
I am one of only a few advisors (3) in Pennsylvania to hold the Certified Financial Fiduciary designation. This means that I hold my clients best interest before my own in any financial advice given.
I use a unique strategy called the LAB method. I work with individuals ready to retire and business owners. I also add tax savings as an added feature to the retirement planning advice that I provide.
I have over 40 years in the business world and have seen many problems and issues in my life as a financial advisor. I have been able to solve retirement concerns as well as help clients with major financial decisions such as college funding etc.
Check out my website for more information
https://www.yourwealthadvocate.com/about/
I love helping people accomplish thier financial goals and watch and share their joy in their success. I love meeting other family members who may also share in the benefits of what I do to help them succeed.
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Reviews
Bill Q.
Jim. D.
Frequently asked questions
What is your typical process for working with a new customer?
1. A short phone conversation to see if we are a good fit and determine what next steps should be.
2. If we decide to work with the client the next step is to transfer their accounts.
3. We have a strategy session to determing what works for the clients goals and needs. This includes tax strategies and alternate investments if appropriate.
4. Implementation of the strategies discussed
5. Every 6 months adjust if necessary.
What education and/or training do you have that relates to your work?
I have a Bachelors of Science in Business and also have the education and training from the National Association for Certified Financial Fiduciaries. I am licensed in the states of Pennsylvania, North Carolina, South Carolina and Oklahoma. to provide insurance and investment advice. I also have a series 65 license which allows me to provide investment advice for a fee.