Frequently Asked Questions

Are You a Fiduciary?

Yes as a CFP professional I am under a fiduciary responsibility to you to always look at what is in your best interest and stubble for you at all times.

What Services Do you Provide?

Investment Planning, Account Reviews , General Financial Education , Retirement and Estate Planning , and Ongoing Support.

How Do I Set Up a Meeting?

Please feel free to send me an email or give me a call, with no fee or obligation to sit and talk about options.

Is There an Account Minimum?

How Often Would We Meet?

We tailor meeting frequency to each client's needs and stage of life.

What Is Your Investment Philosophy?

This comes from understanding and listening to each client to find out what they're looking for, and then customizing an investment mix that fits each person through a mix of mutual funds ETF's and Stocks. Taking what you like and what you believe in to make the portfolio fit you.