Overview

My practice consists of successful families and business owners. Our typical clients range in age from 45-75 with investable assets of $250K to $10 million. I have one sales assistant who has been with me for over 12 years. My practice is built on the utilization of third party managers on a fee based platform. We pay special attention to our clients Risk tolerances and financial timeframes for goals and income. We have a strong presence in the utilization of Life Insurance in our planning process. We are not trying to be everything to everybody-BUT to our clients that we fit-- we strive to exceed every goal and answer every question to minimize all of their investment and retirement fears. I would like to connect with another advisor that within the next 2 years has plans to reduce his time spent working directly on his business and demands that when he or she leaves the business --their clients be treated by someone as well if not better to insure continuity of service. Wants his clients to be treated like family -eliminate any drop off in service and trust that was has been established with the prior advisor. Build on that trust- relationship bond. I want to partner with an advisor who cares about his clients and wants someone to take over his practice who will care for his clients and maintain the same level of trust and service model after they're gone!

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