With a passion for helping others, your advisor is committed to planning with you.
Why Work With a Financial Advisor?
Life is busy and the reality is most people do not have the time or knowledge required to create a comprehensive financial plan. You know that having a plan is essential to achieving your goals. We are here to help. We take the time to listen to the details of your current situation and future objectives. As experienced Financial Advisors, we present the ideal options available and then together we create a road map to establish financial growth and security. We work collaboratively to make sure you understand the terms, concepts, and processes involved along the way.
We are committed to:
- Developing a practical and comprehensive financial plan with you that operates within your risk tolerance
- Reviewing the plan regularly and suggesting adjustments as needed
- Tracking progress over time to ensure success in following your plan
- Being available to help as your plans evolve and through unexpected circumstances
It’s important that you understand:
A wealth of education and experience
As advisors, we strive to practice the same advice that we share with our clients. We bring a wealth of knowledge and expertise obtained from our own experiences and exceptional training. We are committed to putting your needs first and to participating in continuing education opportunities. All our advisors are fully certified with their LLQP (insurance) and Mutual Fund licenses. Those with a CFP® designation are registered Certified Financial Planners.
*Certified Financial Planners (CFP®) must complete a rigorous education program, pass a national exam, and demonstrate three years of qualifying work experience. CFP® professionals must keep their knowledge and skills current by completing 30 hours of continuing education each year. They must also adhere to the CFP® Standards of Professional Responsibility, including a Code of Ethics which mandates that CFP® professionals place their clients’ interests first. The Standards Council vigilantly enforces those standards.