You want someone you can trust, with a unique perspective.
I can help you get clear on your strategy, 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.
I’m here to help.
I’m a fee-based financial advisor. My loyalty is to you, not a company.
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, and your problem areas.
4 I come up with a plan + solutions. Once you’re a client, I brainstorm and contribute investment ideas on a regular basis. Think of me as someone you can bounce ideas off of.
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% to manage assets under $1 million. For specific projects, like a retirement projection or allocation, a quote will be given and agreed upon beforehand. Hourly charges are also available.
Being fee-based allows me to offer you unique investments, not found in the general marketplace. And because I don’t make commissions, many investments are discounted upon purchase, thus giving you a higher return.
Give me a call at 480.442.5816 or contact me to discuss your options.