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.

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within 6 months

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