My primary role as your Financial Advisor is to build a professional relationship with you by listening to your concerns and crafting an investment strategy designed to help you work toward achieving your financial goals.
I focus on working with individuals and couples who are already in or approaching retirement. During these critical years of your investment path, my goal is to provide you with the necessary guidance and reassurance you need to live comfortably throughout your retirement.
My approach toward working with you is consultative. I have developed a Client/Advisor collaborative process that assists me in developing an investment strategy while also providing customized solutions to help you reach your goals.
Our first meeting is a time for me to listen to you as you describe your current financial situation and for you to learn how I work with my clients. As a follow-up to this meeting, I will develop a customized investment strategy tailored to your specific needs. Together we will review the strategy, which will provide you with diversified investment recommendations and information to help you make informed, confident choices. There are no fees for these initial meetings.
If we mutually agree that My Services fit your need for the types of investment advice and guidance I offer, you can choose to have your accounts transferred to Oppenheimer so we can begin implementing the agreed-upon investment strategy.
I will monitor your portfolio on an ongoing basis and communicate with you through a series of ongoing review meetings. Please don’t hesitate to call or e-mail me with questions.
I have more than 15 years of experience as a Financial Advisor and am confident that I can provide you with the knowledge and advice you are seeking. My clients find in me a sincere advocate who provides professional advice and excellent service.
Because the first step is always the hardest, I encourage you to find the time and schedule a meeting. Your financial future is too important to delay. I look forward to hearing from you.