Regardless of any previous experience you may have had with a financial advisor, as with any other profession, not all advisors are the same.
I believe my approach is significantly different than most advisors in the following ways:
1. We discuss your goals and dreams, and strategies that may help you accomplish them. Success is measured against your personal goals not an arbitrary stock market index.
2. I work with a limited number of clients and proactively help them manage their investments using strategies tailored to each client’s goals, objectives, time horizon and risk tolerance.
3. I am transparent in regards to the fees I charge and the investments I recommend. It is important to me to articulate this information so clients can determine if they are receiving value they expect for the fees they are paying.
If you don't feel you have a clear understanding of how you are going to reach your goals, or whether your current investments will help you get there, I am happy to provide you with a second opinion at no charge or obligation.