What Type of Clients do you typically work with?
We work with a wide range of clients, from different at various stages of life typically with investable assets of approximately $1,000,000.00 (exceptions are made in certain situations)
What is your Investment Process?
We have an approach that is specific to every client but follows the same structure:
- What is your Current Situation
- What are your Financial Goals
- Talk through the specific products we choose to build and grow your Wealth
- Discuss other ways in which we are able to help you reach your goals
- Monitor & Review
- Communication throughout this process and making sure you are kept in the loop at all times
Where do you see the Value in your services?
The feeling of security knowing that you will be receiving experienced advice and consistent communication & follow up. We strive to ensure that your needs are met and that your financial security is in good hands.
What sets you apart from all other Financial Advisors?
I think the biggest thing that sets us apart is the care to attention you will receive and we are far from giving a one size fits all investment approach. You have choices and we are here to educate you on them and help you make the right one for your financial independence. Most of all there is no question to big or small that we won’t try our best to answer, teaching you about the investments and process is what creates the Long term trust required for a successful client relationship.
