The Role of a Financial Advisor
As your wealth advisor, my job is to assess your whole financial picture and develop a strategy that is specifically tailored to you and your financial needs. My focus is on investments, estate planning, banking needs, and protection planning.
My style of financial planning is very collaborative. I bring together a team of professionals to provide you with the total financial solutions you need to help reach your financial goals. I will work with you to help assess your whole financial picture.
I will then develop a six-step plan to follow that will lead to tailor-made financial package for you.
Simply put, wealth-planning means developing an overall plan to achieve your financial goals that can be used to guide all retirement, estate, tax, education and investment planning decisions.