If you think account size should not influence the quality of advice you receive or how much time and attention is taken to get the job done right, then, I am your guy.
If you want a candid independent opinion about an investment or which investment is right for your situation, then I am your guy.
If you prefer to be known by your name and not your account number, then I am your guy.
If you appreciate real life experienced advice and business done with old fashioned integrity, confidentiality, competency and real-life experience, then I am your guy.
If you believe a single advisor can't be all things to all investors, I agree with that. Arrange for a complimentary appointment and you can see if I am your guy.
If you’re interested in trading options or getting rich quickly, I’m not your guy. I’m not risk adverse or afraid of a good challenge, however, investing requires risk. I believe everyone thinks about money differently. If balancing your risk vs. reward correctly is a must, then I am your guy.
I've chosen to focus on Portfolio Management, Retirement Planning and Wealth Preservation using; stocks, bonds, alternatives and specialty products. I am a General Securities Principal and maintain FINRA Series: 7, 24, 65 and 66 and provide fiduciary advice and service to clients in WA, OR, NV and AZ. Securities offered through Crown Capital, L.P., member FINRA/SIPC.
For me, it's about getting to know you. What expectations do you have? What experience(s) have you had? What goal(s) do you want to achieve? Then from the ground floor up, I’ll design a properly diversified, personalized investment plan for you to approve. Adopt the plan, and I’ll continue to discuss progress as often as you prefer, and talk with you regularly to make sure your financial needs are being met.This is my approach, and I’m good with it. Most of my clients share some common investing habits. Do any of these, sound like you?
- You have long-term goals and are willing to follow a disciplined strategy to get there.
- You want to work with a financial advisor who works with individual investors.
- You want to be heard and have a conversation about investing and not just a sales pitch.
- You schedule appointments, appreciate return phone calls or emails and value the relationship that can be developed with your personal financial advisor.
Again, if you're comfortable investing a different way or prefer a do-it-yourself approach, that's OK. I may not be the advisor for you. If you would like to know more about why I became a financial advisor here’s My Story. Contact me if you would like to schedule a no-cost, confidential initial meeting.