Broker Check

I Don't Have an Advisor

Are you comfortable managing your own financial goals?

This is great and empowering.  However, there are different investments, coverages and technologies that are not available direct to the client without an advisor. Why not meet for a complimentary consultation to see if there is room for improvement?

Are you apprehensive to work with an advisor because there is a cost for those services?

Fees and expenses matter. However, if there is value added or a benefit, those costs may be outweighed by the benefit. Let’s have that conversation. If you maintain and monitor  your financial picture on your own, we can always create a comprehensive financial plan together, that you can implement.

Do you have paperwork everywhere and Little time to get it all together?

This is a common concern. While I can’t create time for you, I can help aggregate all accounts and financial instruments into an easy to read concise picture with your personal financial website. Once we get organized, most aspects of your financial picture will update automatically. This can include employer retirement plans, IRA’s, bank accounts, insurances, credit cards, mortgages, etc.

Do you have reservations about letting someone help manage your financial planning?

My career has been entirely about trust and communication.  With over 23 years experience, I hold myself to a Fiduciary standard and I have elevated my ethical and educational standards by earning and maintaining my CERTIFIED FINANCIAL PLANNER™ designation. 

Schedule an Appointment

Schedule an Appointment

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (757) 599-9111