6657 Sorensen Parkway
My goal is to help people keep more of what they earn and grow and protect that portion that they keep.
Clients goals are my driving force. I am a good listener. I tell clients what they need to know, not necessarily what they want to hear. I will be the client's coach & quarterback.
You should plan first, then take action. Comprehensive planning is the best approach. Investing is a long term process. My success is based on my clients success. Recommendations should be tailored.
Build long term relationships based on mutual trust and respect. Develop a plan: A roadmap for success. Implement, monitor, modify the plan, as necessary. Clients pay me for my knowledge and expertise, not for product sales. I am primarily compensated by fees not commissions.
Knowledge and integrity. Impeccable credentials. I specialize in IRA/ Roth IRA retirement planning.
My goal is to solve key client challenges and frustrations.