Great service starts with a great team!
You should know that I am a Financial Planner dedicated to providing you with quality independent financial products and services.
Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next, you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Please take the time to contact me at your convenience to learn more.
Thank you again for your time,
Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps me be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next, you should know that you are very important to me. My livelihood resides in the satisfaction of my clients. I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Please take the time to contact me at your convenience to learn more.
Thank you again for your time,
Working with an Extended Team for Advanced Planning Support
Our Advanced Planning unit, known as MCAP, functions as an extended team of professionals who collaborate with us to support your complex financial planning needs. This team brings added perspective in areas such as:
- 1031 Exchanges
- Estate and settlement planning
- Life insurance strategies
- Business continuation planning
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