Profile in New Castle, DE

Member Level
Last Activity
6 months or more
Profile Age
407 days old
New Castle, DE, US
Profile Type
Fee 0% Commission 100%

After working for a small investment planning company that was primarily focused on investment planning through servicing 403(b) plans, I recently moved to a larger company as I saw a better opportunity to service my clients long term. In doing such, I am establishing a new book of business where I provide comprehensive financial planning services to individuals and small businesses. As an advisor, I believe that developing deep client relationships not only helps me establish a better understanding of the client expectations, but it also provides me with a clearer picture as to how to guide them through the planning process. I enjoy servicing stocks however, my planning process is centered primarily on retirement income planning and estate planning.

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