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It's About You, Not Us

It's About You, Not Us

It’s not easy to talk about your personal finances, let alone trust someone new to manage this complicated area of your life. As a financial advocate for nearly 20 years, I understand this all too well. I’ve sat across the table from a lot of hesitant people over the years. Business owners, families and pre-retirees who knew they needed help, but felt skeptical about handing over such an important task to someone new.

You are not alone in how you feel. You are not the first person to blush when sharing the intimate details of your financial life with a complete stranger. As someone who has sat on both sides of the table, I can tell you that partnering with a professional wealth manager is one of the most beneficial things you can do for your life. The discomfort you may feel in the beginning is well worth it. Because when you leave - your uncertainty will be replaced with confidence.

Even more important that deciding to work with a financial planner is choosing the right person to help you on your journey. Here are some ways we stand out from other firms and local advisors:

  • We are fee-based, not commission-based.
  • We are goals-based, not product-based.
  • We are approachable, not stuffy.
  • We are conversational, not formal.
  • We are genuine, not insincere.
  • We are knowledgeable, not conceited.
  • Our office environment is comfortable and calming, not stiff and clinical.

You could say we aren’t your average financial planning office - and you’d be right. So what are you waiting for? Call our office to schedule a no-obligation consultation. You have absolutely nothing to lose and a lifetime of confidence to gain.

Schedule a Free Consultation