Hi and thanks for taking this moment to visit.
Prior to my joining the Money Concepts team my wife and I had used the services of several financial planners. We were unable to find one that made both of us feel like an important part of the equasion. I believe that a good financial planner should address the needs and concerns of all parties involved.
I also intend to include individuals and couples who are just starting out. They are often overlooked by many other firms simply because they may not meet their minimum asset requirements. Hello! My job is to get you started early, and then you will reach the point of independance sooner!!! Seems to me that is what financial planners are supposed to do in the first place.
Next you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me. The highest measure of your satisfaction would be if you become willing to refer me to other people that you know.
Being an Independent Adviser simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Please take the time to contact me at your convenience to learn more.
Thank you again for your time,
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure