Replace Being Herded with Being Heard
Do you know exactly how much money it is going to take for you to be able to retire comfortably and to remain comfortably retired? Contact me today to schedule a complimentary call and I can help you figure it out!
You have a lot of choices when it comes to choosing a Financial Advisor! So, in addtion to my credentials – Certified Financial Planner™, Certified Wealth Strategist® and National Social Security Advisor Certificate Holder, here are three ways I am different:
1. I deliberately focus my concierge practice on fewer than 100 select clients and their families. Why? Because I can give more attention to relationships and really get to know my clients and their families. Your access to me is not thwarted by an automated service or assistant - you are given my cell phone number to use to text or call me directly. My energy, commitment and efforts are focused on you, the client. For this reason, I am intentional about who I take on as a client and only engage with individuals who I think would be a good fit for my practice and vice versa. That is why the first step in my process is a 30 minute phone call where we determine if there is a fit between what you are looking for and what I can deliver. Minimum investable assets are $250k.
2. I am virtual! Since before the pandemic, I have embraced a virtual practice and am constantly striving to improve my technology in order to deliver to you a streamlined, meaningful and productive experience. I am so comfortable with this process that I invite you to embrace it too! I believe that being virtual has made the time I spend with my clients more efficient and focused resulting in a wonderful blend of art and science.
3. My “beach bag” contains a vast number of services and strategies, specially crafted over decades of experience to help streamline your retirement.
Members of the Financial Planning Association meet with State Senator David Simmons.