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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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College Savings
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Estate Planning
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Life Insurance
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Disability Insurance
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Health Insurance
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Employee Benefits
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Business Insurance
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Business Consulting
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Cash Management
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Transition Planning
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Qualifications:
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CFP (Certified Financial Planner)
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ChFC (Chartered Financial Consultant)
I am also certified as a divorce planning advisor.
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Minimum Account Size:
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$500,000.00
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Fee Structures:
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Planning Fee
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Asset Based Fee
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Commission
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Years of experience:
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25
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Education:
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Bachelor of Science from University of Wisconsin-Whitewater 1974, Certified Financial Planner Practitioner(CFP)1990, Chartered Financial Consultant(ChFC)1998.
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Age:
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58
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Foreign Languages:
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English
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Religion:
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My value to clients:
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In today’s crowded financial services market, high quality and low price are no longer enough to differentiate yourself. The greatest value we can bring to our clients is the ability to help them clarify, articulate, and actualize their passions and priorities in life. This value will be treated as the cornerstone of our practice
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Investment/ Business Philosophy:
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Our culture is at the core of our competitive advantage. Integrity and a commitment to excellence and service are at the core of our culture. Our decisions are driven by loyalty to our clients and an understanding that long-term success may be enhanced by always putting our clients’ interests first.
An outgrowth of our value system is our obsession with research and a disciplined financial planning process. Behind our research effort is a commitment to intellectual honesty and staying within our circle of competency. We believe our clients’ long-term goals and objectives are best served by making decisions subject to what we believe to be true based on careful research, rather than pursuing what is temporarily popular and might be superficially appealing.
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Target Clients:
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Our ideal client is a medical and dental professional and a specialized family business owner that is flexible, thinks outside the box, easy going and fun, inquisitive, nonargumentative, enjoys life, is open to new ideas and strategies.
From the financial perspective, we prefer a starting annual income at $250,000 and a net worth begining at $2,000,000.
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Personal/ Additional Details:
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A commitment to our clients must include a focus on the quality of the relationship. We believe strong client relationships are born out of exceptional efforts by the partners of Suncoast Advisory Group and each client’s personal needs, financial and business goals, and life planning objectives.
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