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My Business Philosophy
My
highest priority is getting you where you want to be. If it's an important goal for you, then it's important to me to get
you there.
My
goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to a team of experienced
professionals that cares about making your dreams a reality and will always put your interests first - regardless of the size
of your portfolio.
Compensation
We work
on a fee-only basis. Similar to other professionals such as CPAs, attorneys,
doctors and consultants, we are paid fees for our expertise and knowledge.
Unlike some financial sales representatives, our livelihood does not
depend on the sale of any investment products. We receive no commissions or compensation
from third-parties. Fees are fully disclosed in writing so that clients know
in advance what services are being provided and at what cost.
Professional Relationship:
As a Registered Investment Advisor Representative I work for you
and only you. I receive no commissions, payments or compensation contingent upon the purchase or sale of financial products
or plans. I have a fiduciary responsibility to provide unbiased advice without conflicts of interest.
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