Managing Principal and LPL Financial Advisor
Branch Operations Manager
LPL Registered Representative
We help you look forward. We can help you see how the choices you make today could affect your financial future in 10, 20 or 30 years. Imagine the advantage you would have if you had the tools to determine how increased monthly savings could affect your cash flow in 20 years. What advice would you give yourself if you could see how selling that larger home 10 years earlier and buying a smaller one could have on your lifetime cash flow? We have the technology and the expertise to help you see what your tomorrow might look like.
Your interests always come first. We measure our success by how well we serve you. Your agenda is our agenda.
We have no proprietary home office products to sell. We believe financial independence is achieved through a process not a product.
We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
Wealth Vision is your very own personal website where you can link all things financial (401k, checking and savings accounts), create a budget, get personalized emails when you are close to going over a budgeted item and store any important documents in your financial vault. It is an aggregation tool that talks to other financial institutions nightly and you can see everything you own in one place. It is a powerful tool to help you stay on track to reach financial goals.
We also use this tool for financial planning purposes as well. We can run Net Worth, Balance Sheet and Cash Flow Reports (just to name a few), tell you how much you need to be saving, paying down debt and many other things based on what you are trying to accomplish. We have a client onboarding session to make sure we capture your goals, fears, etc. We strive to understand what you want to accomplish in the short and long term to make sure we provide the highest tailored level of financial advice possible.