Why should I choose you as my financial advisor?
After owning and running small businesses and working for large corporations earlier in my career, I have a unique viewpoint and enough life experience to know how to help my clients avoid the mistakes I've seen others make.
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What are your qualifications? What is your education background?
I started following the markets and investing as a young woman years ago, and I've been involved in Finance in one way or another most of my life. I completed my business degree, a few years later I earned my Certified Financial Planner designation and then I became an Enrolled Agent, Admitted to Practice before the IRS.
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How do you charge for your services?
Fee only for advisory and planning services.
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How are you compensated? How will I pay for your services?
In order to keep our services aligned with our clients, we are fee-based and not paid by selling products. Our goal is to find the most optimal solution for your unique needs and then design a financial plan and investment portfolio to help you meet your goals.
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If you are going to manage my account, will you obtain my permission every time you buy or sell something?
I am a Fiduciary and a Discretionary portfolio manager, meaning that I trade in client accounts without having to ask their permission for each order.
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How many clients do you currently manage?
I personally manage less than 50 households.
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Will you be the only person working with me?
No, we have a team that assists me with Customer Service, Operations, Compliance and Marketing.
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Have you ever been charged with any breaches?
No, my record is clean and I employ advanced Cybersecurity measures to protect our client data.
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What services do you provide? What are your specialties?
My team and I provide a 360-degree of your finances. We have backgrounds in Financial Planning, Tax, Real Estate, the Auto Industry, Investing, Insurance, Medicare and Social Security.
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What is your experience? How many clients do you currently manage?
I've been in Financial Services for over 10 years and I personally manage less than 50 households.
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What financial institution(s) do you represent?
None. We are independent advisors.
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What is your approach to financial planning?
As a CFP professional, I believe that the best practice is starting with a well-thought out financial plan and then building the saving, spending and investing strategy based on that plan.
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What services do you offer?
Comprehensive Wealth Management and Multi-Family Office Services, I'm the Financial quarterback for our team's clients.
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What are your qualifications?
I've helped many clients retire and currently have clients ranging in age from their early 30's to their late 80's.
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What is your approach to 401 K plan rollovers?
I add a level of individual service and planning that retirement plans designed for the masses can't provide.
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What financial institutions do you represent?
None. We are independent advisors.
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How many years of experience do you have?
Over 10
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