Services at a glance
When asked how we work with clients to help them build a more confident financial future, we usually break it down into one of the following three ways:
Investment Management Service
This is appropriate for clients who simply want investing services. Once the appropriate asset mix is identified, ongoing investment advice is provided, and investments are monitored and changed when necessary.
Personalized Financial Planning
Those who seek specific advice on all aspects of their financial lives benefit from the planning process. Gaps in areas such as retirement planning, tax circumstances, and insurance needs are identified. Strategies are created to help close those gaps - and we’ll continually work to keep them closed.
The Total Package
Most people prefer the combination of both – they need help with developing a financial plan, and also need assistance managing some/all of their investments. Clients who choose this package feel good knowing that we'll continuously strive to create opportunities, build wealth, and work towards their ideal financial future.
A bit about us
Many things have changed in the industry over the past two decades, and our mindset has changed with it. We have migrated away from sales goals. We no longer lead with the various titles or licenses that we’ve obtained. We aren’t interested in building a gigantic client list. Our focus is simply this: doing great business with great people. And we plan on making the financial world a better place – one relationship at a time.
My promise to give back
Over the years I have dedicated much of my time and resources to giving back to the community. I currently run my own 501c3, and realize the importance of providing help and advice to people who may need it. Thus, I vow to commit to the following: for every referral that I receive from an existing client, I will donate $50 to the Junior Achievement of South Florida (aka “JA”). The JA mission aligns with my beliefs that we need to inspire and prepare our youth to succeed. JA’s educational focus is on entrepreneurship, financial literacy, and workplace readiness.
Ready to take the first step? Schedule a free intro call.