Above and beyond a proven and trusted financial advisor, I am a champion for
your
best interests.
As an Investment Advisor Representative and designated
Fiduciary
, I have the autonomy and discretion to put you at the center of all investment strategies and business decisions with transparency and the responsibility to avoid conflicts of interest.
Unlike many people in the financial services industry—who are really little more than salespeople—my Accredited Investment Fiduciary (AIF®)
certification requires me to ethically and legally
work with the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
I, along with my staff, take this fiduciary responsibility to the
n
th degree.
And, our client-centered holistic approach means that we provide many more services than a larger corporation or banks could offer:
- financial coaching and advocacy
- extensive referral network
- free, no-pressure educational seminars
- no-obligation client appreciation events
- access to free online tools and guides
- emergency document retrieval service
- personalized assistance with:
- establishing caregiving services
- retro-fitting housing to allow aging in place
- finding long-term care solutions
- dealing with dementia and other health-related issues
- working with experts to identify assisted living facilities and coordinate the physical move to facility
- planning in advance of death for power of attorney and asset transfers
