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.
- 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.
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.