Sell Nothing. Would I prefer to go to a practitioner with my health concern, or a drug salesman (or saleswoman)? Whose advice would be better?
Be Upfront. My fees, how I work, what you can expect from are as clear and simple as I can make it.
Respect Privacy. I do not share names, demographics with anyone, except where I am required by law. I have no affiliated businesses, marketing alliances, etc.
Keep Current. This is easy, I like my work and have an academic inclination. This is important for my work managing client assets. The Certified Financial Planning Board requires me to take accredited course work to keep my designation, as well.
People Are Not Cookies. I will make suggestions specific to you, your concerns and situation. No cookie-cutters are used in my kitchen.
Do No Bothersome Marketing. I send out cartoon postcards occasionally and buy the list (of nurses). If you do not want the postcard, please call me and I will take you off the list. I do not make cold calls, generate e-mailers, etc.
Listen Better. I am an "idea person." So, I work at this.
I receive no payment from anyone other than my clients.
All my fees are clear and up front.
All planning, asset management, and financial services are performed by a Certified Financial Planner professional. This certification is recognized as a high mark of skill and professionalism among financial planners.
Visit the Certified Financial Planner site to learn more.
I continuously improve my knowledge and skills so that my advice reflects the best and most current information.
The prices of our services are listed on our online brochure.
Call me, if you have a question about our fees or services.