The most important value to my clients is the vast amount of knowledge and 30 years of experience in this complex financial service industry. I have managed my clients investments through many bull and bear markets including the current financial crises using proven investment strategies consistent with their risk tolerance levels. As an independent financial advisor, I can offer my clients a wide array of investments and insurance products offering non-biased recommendations. Being independent has also given me the flexibility of offering different platforms and selecting the one most suitable for a client's needs and personal philosophies.
I provide the best possible service to my clients and believe in frequent communication with them. I write quarterly newsletters; offer a website; conduct frequent "fireside chats"; and meet with clients a few times a year for reviews. I also hold client appreciation events as my way of saying "thank you" for their business and the referrals they provide to me on an ongoing basis.