Also known as: BlueChip48
I am able to draw upon all the wealth management resources available within and deliver them as a part of one comprehensive strategy. My belief in a planning-based approach means that all relationships begin with an assessment of the four critical components of wealth management () tax liability (both income and estate), () cash flow needs, () risk management, and () asset management. The key goal is to form a cohesive team with their CPA, Trust, Estate or other attorneys to provide the best possible results without conflict or overlap. I insist on a multi-step analytical process before investing. This includes an ETHICAL Needs Analysis, Investor Risk Tolerance determination, and developing a personalized Financial Plan. All investments are to be determined with current Asset Allocation and Sector Weighting. We utilize a four-step wealth management process . Establish goals . Set strategy . Implement solutions . Review progress. Specialties Unlike many other financial advisers, I don't receive commissions or compensation from third parties for selling their products. This means my advice to you is completely based on what's best for you. Period. I think it's the only arrangement that's fair to clients. I am committed to help you identify and reach your financial goals. I will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.
