I consider my role to be that of a financial coach. As such, I make recommendations and give direction based on information you provide to me. My work will often touch on tax, legal and liability issues and I will refer these to your existing advisors or offer referrals because I do not practice in these areas. I am licensed to work in the areas of financial planning, insurance and investments and hold certain credentials for each of these.
What I do:
My work is primarily “Wealth or Asset Management.” I help people protect, accumulate, utilize and transfer their wealth (assets) in order to achieve their goals and objectives. As your advisor, I can create a unique financial plan tailored to achieve those goals. In addition, I can also provide the insurance and investment solutions needed to implement that plan.
Begins with asking that you complete the two attached questionaires; based on this information and our initial discussion, I will determine if my assistance can benefit your situation. If so, we will create a letter of understanding outlining how I may assist you in accomplishing your objectives, satisfy your expectations and define our relationship going forward. After accepting our letter of understanding, we may then proceed.
I look forward to a long relationship based on mutual respect and trust.
SECURITIES OFFERED THROUGH INFINEX INVESTMENTS, INC.
Member FINRA/SIPC. Infinex and the bank are not affiliated.
NOT A DEPOSIT
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE
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