We are your Personal Wealth Partners
One's question should be "How am I doing on my plan to reach my Financial Goal, not how am I doing versus the Stock Market?"
I am an Independent Financial Advisor who provides sound, objective advice for my clients.
An Independent Financial Adviser is an adviser that operates free from biases and does not have any actual or potential conflict of interest in relation to any investment products recommended; and is free to choose products appropriate for the personal investment needs and circumstances of the client. An Independent Financial Adviser has no special incentive to recommend one product over another. I chose Raymond James Financial Services Inc. as my firm due to their excellent reputation and commitment to supporting Independent Financial Advisors and my Clients.
Capabilities Presentation - Click Here to View
I provide a four step process to identify and prioritize your investment and financial issues. This process establishes a customized roadmap based on your needs.
My mission is to provide personal, caring and knowledgeable advice to help you clarify and realize your goals. I'll sit down with you and really get to know who you are, what's important to you, and where you want to be in the future. Together, we'll go over your current and long-term financial needs and goals. My primary commitment is your long-term financial success.
I accept new clients on a referral basis only, from a network of accountants, attorneys and other professionals as well as my existing clients.
I do not expect to be a perfect fit for everyone. To help assess if my services meet your investment and planning needs, I offer a portfolio review/second opinion, at no cost, to all referrals.
"the essence of investment management is the management of risks, not the management of returns"
- Benjamin Graham
The Past 10 Years (2002-2011)
Risk Management - Click Here to View
“It’s not the ones that you sell that keep going up that matter. It’s the one that you don’t sell that keeps going down that does.” -Gary Kaultbaum
Concerned about your financial health? Maybe its time for an objective second opinion.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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