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We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience help making us an efficient and productive wealth management company.
Working with me will be a team effort. The best way to be successful, is reliant upon knowing exactly what my clients goals are, and what they bring to the table. I realize that each client comes in with a unique set of values and financial goals. There should never be a "one size fits all" approach. Each client is exactly that, unique, and deserves a financial plan that is tailored to fit just them! I am a very detail oriented person, and strive to make sure every T is crossed and i is dotted. When it comes to trusting someone with your finances, would you want anything less?
I want to make a difference in the lives of every customer! Whether you are approaching retirement or just starting out, I want to be there for you. You have seen the ads on television..."If you have $10,000 to invest, give us a call"...but what if you don't? Is the industry just ignoring the fact that there are thousands of people watching those ads, that are left thinking...well, if you need to have that much money to get started, why even call? So on the one hand, you have the major firms that are looking only for the "Big Fish". On the other, you have the low cost trading options that encourage you to do it all yourself, enticing you with "affordability". But without any guidance, are you really comfortable over there either? I feel that there is a huge market share out there, that have delayed starting, just because they feel that they don't belong anywhere. Look no further! I have been right where you are, and I didn't like those options either! That's why I am committed to making a difference in the lives of each and every person who is looking for help!
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
note: Preferred Credit Union is an independent firm and not affiliated with Money Concepts