I focus on learning about you and your family, as you define it. Together we review what is important to your current situation and your future. Once we’ve established the foundation of trust, we work together to create a personalized strategy helping you to achieve financial security for you and your family. Money is very personal to one in this human condition. Like it or not, one develops an emotionally attachment to ones money. I am committed to advising to the best of my ability in regards to investing your money. I also accept it is YOUR money and therefore yield to your instructions, in this regard. I reserve the right to say I told you so, when appropriate….lol 😉 I work for you and put my client’s best interest first. I provide full disclosure of fees, and risks vs. return potential. I am committed to being honest with you, even when you do not like what I have to say. I find it works best when my clients practice candid exchange in return. If I accept you as my client, I expect you to return my phone calls, contact me when you have questions or concerns, review your account with me as we have agreed upon and stay focused on your strategy we created together. My advising and guidance to help you achieve your financial security, is only as good as the information you are committed to sharing with me in a timely manner. In the event you demonstrate inconsistencies with upholding your commitment to meeting these expectations, I will kindly recommend you transfer to another broker more suitable for you. If you appreciate candor, knowing the expectations and are committed to executing a long-term financial plan allowing oneself to live a comfortable retirement, we may be a good fit for working together.Call Me and we shall assess compatibility.