Our focus is to help individuals achieve their retirement goals in an efficient manner by curating custom wealth management strategies thay are designed to reach their goals. I assist people to their financial goals without any gimmicks, proprietary products or incentives that would otherwise cause a conflict of interest. HERE’S WHAT I DO:
I give guidance to people who are wanting to maximize thei
r financial situation. This includes deciding whether to start an IRA, rollover a 401(k), get the truth about an annuity, establish a SIMPLE IRA, SEP IRA, start drawing from their pension plan, use a 529 plan to save for college, increase or decrease their life insurance, purchase long term care insurance, or to take a look at how their retirement is shaping up. My goal is to get my clients to a place where they are CONFIDENT and EXCITED about their financial situation. Being an independent without ANY proprietary products allows me to have access to all of the products and an allegiance to none of them. My clients only acquire what they need, there is no fitting a square peg in a round hole. HERE’S WHY IT WORKS:
The conflict of interest is removed by being a Fee-Based Advisor (staying away from commissions). Also the ENTIRE world of investments are accessible by being an independent. This includes real estate investment trusts (REITS), stocks, bonds, mutual funds, annuities, 401k, 403b and IRA options. Because of this my clients can truly rest assured that their best interest is in mind. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., Gateway NW, and Cambridge Investment Research, Inc.
