11545 West Bernardo Court
It may be my job to provide independent services to my clients, but I don’t view what I do as work. Warren Buffett stated, “It isn’t work if you skip to work in the morning.” I look forward to going into the office, and making a positive difference in the lives of the individuals, families and business owners I serve.
The services I provide aren’t unique on their own. They aren’t revolutionary, or remarkable. The differences that set me apart from the crowd, come down to my passion and authentic desire to see people succeed.
As an independent advisor, I have the freedom and support to deliver products and services that exceed expectations. It’s no secret that I am passionate about what I do. The bottom line? I love what I do. I love the people I am fortunate enough to meet, and help along their journey. At the same time we have additional back office support and scale is provided by one of the largest independent Broker Dealer networks in the Industry.
There may be a time and a place for redundancy, but it isn’t with your wealth strategy. Rehearsed advice and recycled plans don’t have a place in my office. As my client, you can expect customized guidance and retirement strategies tailored to your unique set of needs. This may not seem like a big deal. But to me, it’s at the cornerstone of my foundation for success.
Are you tired of financial planners who are more interested in pitching a product, than actually listening to what you have to say, or developing a solution for you? Let’s discuss the next step. Call to set up a brief consultation to see if there is a fit for both of us.