SOUTH WEST FINANCIAL

The prospect of building wealth through successful investing has never held more appeal or more risk. But like any market, with increased demand for financial products has come increased supply and a confsuing array of investment chocies and professional advsiors to work with. Investors are faced with what can be daunting choices. I recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle. As a CERTIFIED FINANCIAL PLANNER ™ my duties and loyaties are to you, my client, and I have structured my practice to reflect that commitment... My practice was established in 1995 to provide ongoing professional advice to investors while helping them with their individual investment objectives without the pressure of a commissioned based practice. I am able to do this by offering truly objective financial advice on a mixed fee basis, of either an hourly rate, a percentage based upon assets under management, or in limited cases a traditional..

Primary location: Littleton United States