Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you...
I do this to help people. I have seen so many wrongdoings at the hands of so called Financial Advisors. My motivation is to see one less person get taken advantage of. To make sure people get the right information. I want to make a difference in this industry and make a difference in people's lives. So many people have worked so hard their whole life to finally be able to retire and relax. They should not have to spend any time worrying about their finances. My top priorities are educating people on their current position and letting them know what all their options are. Our philosophy is the more people we help the more we help ourselves. My Dad taught me that. To fully understand my motivation lets go back to the beginning…