I realize that each person is unique, with special needs and circumstances. The list below describes many of the qualities of the people with whom I work:
Care deeply for family, community and other people
Charitably inclined
Interested in leaving a legacy for future generations of their family
Have important financial goals and are committed to acting on them
Serious about making wise decisions with their money
Seeks a trusting relationship with an experienced financial professional
Concerned about the quality of their life
Have investable assets
Teachable and not easily influenced by the financial media
Value experienced professional advice
WHY PEOPLE TURN TO ME FOR SOLUTIONS:
I listen
I care
Experienced in a variety of market conditions and environments
Long-term perspective
Thorough evaluation by an experienced, trained professional
Proactive and structured process
Provide full disclosure of opportunities, benefits, costs, and trade-offs
Personalized and customized solutions
Offer wide range of high quality services and products from some of the most respected financial institutions in the world
Frequent reviews
Responsive and proactive client service
Strong network of outside professionals to whom I refer clients when necessary