Overview

My focus is on providing top notch service, providing value through comprehensive financial planning, and fostering a relational based partnership with my clients. Being fee based I believe is a win-win for both the client and advisor. 95% of revenue is through fees with about 5% in commissions. The commissions are from providing insurance products to clients as needed when discovered through the planning process. I am providing an opportunity for someone to transition their clients to an advisor who will have their best interest in mind.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...