I offer sensible & straightforward down to earth financial planning. I've adopted a more conservative and traditional approach to managing money. I don't chase the fads, the gimmicks or the hot stories of the day. I belive that a disciplined, long term, buy quality and hold outlook (as opposed to making hasty reactions to the headlines) is the far better ivestment strategy.
I find it personally gratifying to design and implement successful wealth building investment programs for my clients who soon become friends.
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Before I make any recommendations or put any investment programs into place I first need to have a clear understanding of the prospects overall goals and financial situation. This is usually done with having open discussions with the prospect as well as having them fill out my financiall planning questionnaire.
I have over 35 years of experience as a financial advisor. I have been a certified financial planner (CFP) since 1987. My other financial services credentials are.... Branch Manager, Investment Advisor Representative (IAR), Securities Principal, registered Representative, Insurance Agent & Certified Divorce Planner.
I do not have a standard pricing system for my services because all asccounts have their own set of circumstances. After I discuss pricing costs with a prospect we decide together which system fits them best.
Right out of college. This is the only profession I have known.
My customer base does not fall inside of any kind of catagory
and so the best answer to that question would be.... "all kinds".
I just got back from a golf trip in Ireland with my sons. Spending quality time with family is always great.
Keep looking until you find someone that's likable, knowledgeable and trustworthy. You need to know that your advisor is always looking out for your best interests.
Customers should be able to approach any company (before becomming a client or incurring any costs) with their financial questions and concerns. Sometimes they don't even know the right questions to ask. They first need to be comfortable with their advisor in order to have positive interactions and information sharing.