We do not look exclusively at the rate of return when approaching the Financial Planning process. We attempt to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision-making will result in what is most important- living a happy, rewarding, low stress,financially secure life.
General Information |
| Name of Broker/Dealer: | Proequities |
| Name of Custodial Firm: | TD Ameritrade, Pershing LLC |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Financial Planning, Wealth Management, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Email, Your Home, Phone |
Firm Information |
| Assets Managed by Advisor: | $50000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee, Hourly |
Education |
| BSBA | The Ohio State University
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
