Your Role

The key to planning your future is an open line of communication between us. Help me understand how best to help you.

It’s important that:

We know each other very well. Please call me to review your individual circumstances, so we can discuss the services that may be most appropriate for you.

I understand your situation on an intimate personal level . The more I know about you and your family, the better I can address your needs. I won't act on hunches. I'll only act on what  is important to you.

Learn from this process. This is a dialogue. You'll want to ask lots of questions about my recommendations. I encourage you to ask for explanations and details and to challenge me when you think I've left something out.

Work together. My job is to guide you. Your job is to decide whether you're comfortable moving ahead on the basis of my recommendations. The decision will always be yours.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck