You want someone you can trust, with good ideas.


I’ll help you get clear on investments that fit your lifestyle, so you can go forward with clarity and focus.

If you…

  • Are sure of what you want, but want educated advice on how to proceed.
  • Would rather focus on other things in life.
  • Need someone to give you honest, unbiased advice.
  • Are interested in non-traditional investments, and want help finding more.

If any of these describe you, I’m here to help.

I’m a fee-based financial advisor without ties to any one company. My loyalty is to you and I want you to get honest, educated advice.

 


How to work with me:

1  We set up a complimentary introductory appointment/phone call.

2  We get to know one another and see if we’re a good fit. (You want to like who you work with.)

3  You tell me the types of investments you’re interested in, your problem areas.

4  If I have a solution for you, great. If not, I’ll keep you in mind for when an investment crosses my path, or I can help with your problem area.

I can be as involved as you want me to be.  At no point will I pressure you to do anything you don’t want to do.

 


Cost

 

I charge 1% if I manage assets under $1 Million. For specific projects, like a retirement projection or allocation, a quote will be given and agreed upon beforehand.

Give me a call at 480.442.5816 or contact me to schedule something.

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