CALIFORNIA CONSUMER

Our mission statement is to help clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their experienced and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Primary location: Kenesaw United States