How Can an Advisor Help?
We believe that achieving your financial goals is almost always easier when you work with an advisor. We assist you in developing a coordinated strategy to help you work toward your goals by monitoring how investments and other areas of your financial life can and should work together.
In my more than 35 years of experience in financial services, I have found that many people have various accounts scattered among different institutions (401-k plans, IRAs, CDs, savings accounts, multiple insurance policies, etc.), but often they do not have one person who helps them coordinate and monitor how these accounts can and should work together. I strive to serve my clients by shedding light into their financial lives with the objective that they reach their goals by coordinating their efforts in these various areas.
Often, the first step in understanding your financial position is to prepare an extensive, personalized financial inventory. This includes a review of investments, savings goals, retirement plans, legacy planning, and insurance plans.
Next, we will discuss your goals and help you develop a plan designed to help achieve them. It is critical to monitor and periodically evaluate progress and make any needed adjustments, based on then-current circumstances.
We would be happy to discuss different strategies for protecting your investments during unstable economic times.
USA Financial Securities, (the firm that I offer investments through), is an independent securities firm. This means there is no obligation on my part to recommend any single organization’s investment or insurance products. I believe that this results in greater objectivity in my recommendations, and allows me to shop the market on behalf of my clients for the best match that I can find to address their specific needs. I work for and with you - not for a product sponsor or insurance company!
Whenever possible, I attempt to harmonize the personal faith values of my clients with their investment holdings. Often, people are unaware that they have choices in the way that their money is invested and the values that it supports. I strive to avoid investments that produce or promote products or services that are inconsistent with the values of my clients. Although this may not be possible in every instance, it is a goal to work toward.
Questions? Please contact us! We would love to hear from you! You will receive a prompt response.