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Our Process

Some financial advisors and stockbrokers do not do any financial planning with their clients and many do not have the CERTIFIED FINANCIAL PLANNER™ credential which may leave them lacking the expertise to provide customized financial planningservices. With my expertise, my team and I are able to provide financial strategies that simplify the financial lives of my clients who feel that they do not have the time or want the headache associated with managing their financial affairs and have been poorly served or misunderstood by their past advisors. 

My clients have come to expect exceptional service, frequent communication and prudentplanning. It is important for my clients to understand that we do provide a disciplined approach and the same depth and quality of process that is available to the very wealthy, public and private institutions. I meet with my clients up to four times a year and communicate with them on a monthly basis.


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