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How We Can Work Together

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Here is how we can work together to build a stronger financial future

Wealth Management

Appropriate for clients...

Who want investment services

Basic

Appropriate for clients...

Who want financial advice that looks at their whole picture.

Personalized

Appropriate for clients...

Who want personalized advice on their short-term, long-term and life goals

Advance

Appropriate for clients...

Who have complex advice needs requiring multiple professionals

Services Offered

Commission - based non advisory accounts
Fee-based advisory accounts
Portfolio Analysis
Market Updates

Net worth review
Cash flow management
Protection review
Basic estate planning
Cash reserve strategies
Retirement savings strategies

All basic advices services, plus :

Major purchase planning
Education planning
Employee benefits
Tax planning

All personalized advices services, plus :

Advanced planning specialists
executive compensation
Small business owner planning
Coordination with outside professionals (attorneys,

Client Service

Up to 1 meeting per year

Up to 2 meeting per year

Up to 3 meeting per year

Up to 4 meeting per year

Cost

Varies based on products and accounts

(see specific fee schedules)

Annual financial planning cost

$700-$2,800

Annual financial planning cost

$2,450-$5,950

Annual financial planning cost

$5,250-$5,950

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