Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick message or call my office. I would enjoy speaking with you.
Working with a fully independent financial advisor can be a bit different than working with a large financial institution. There are some fundamentals that will apply to both financial relationships, however working with an independent financial advisor can have a few aspects an investor may find of value.
With a SVP, you know for sure that you’re getting the same type of advice that Dave would give. You can feel confident because Dave has a 20-person team that works with every SVP to make sure they meet your standards and give you great advice. You can feel comfortable talking with an SVP because each and every one of them has the heart of a teacher.
***The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of A.C. Hearne & Co., or LPL Financial.***