My mission is to help you reach financial independence; and enjoy a better, safer, and easier life. I work with Individuals and Families interested in putting together an income plan to replace their current income so they can retire.
I'm truly a Financial Planner first and a portfolio manager only in the sense that investments will provide the funding for the overall financial plan. Investments, no matter the type, are merely one slice of the overall financial planning pie. My approach is goal focused and planning driven, rather than being based on some attempt to outguess the economy or the markets. I believe successful investing involves constantly acting towards the realization of goals.
We welcome your questions in all areas of financial planning; Budgeting and planning for retirement, Managing investments, Tax planning, Life insurance reviews, and estate planning. Bringing all these pieces together is an important step in simplifying your life, and we hope that you will take full advantage of these services.
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: Courtview Financial Group, LTD is an independent firm and not affiliated with Money Concepts