Investor Education

Education is complimentary, available to all my clients, and at the heart of my service.

I help you understand your investing personality, financial goals, and tolerance for risk. We also learn about investing strategies you may not have previously considered, and keep current on all available investment products to help you meet your goals.

There is no fee for ongoing education.

Fiduciary Money Management

Available for clients looking for fee-based accounts. As a fiduciary, I am obligated to act in your best interest as I invest for you according to your goals. The account management fee is expressed annually, and charged from your account quarterly. Fee includes all services such as financial plans, trading costs, and annual account fees. So, the fee is all-inclusive, and nothing is extra.

Financial Plans & Consulting

Available for clients looking for a one-time financial check-up. If you do not require on-going advice and management for your financial situation, you may benefit from receiving a second opinion through a Professional Financial Plan and see if you’re on track. A one-time fee is applied upon receipt of plan and your assets continue to be held and managed by you.

Traditional Brokerage

Available for clients who desire a more traditional full-service brokerage approach of receiving advisor recommendations but being involved in the final decision making process of each investment. Commissions and transaction fees are based upon each investment purchased, and will be discussed as part of the recommendation up front prior to any purchase decisions.