We help individuals and businesses with financial planning. As a CERTIFIED FINANCIAL PLANNER we go through the process to discover the clients real goals, issues and challenges. Then we help develop plan and strategy. Followed by the implementation of the plan. All CFP® professionals do something similar to this. Many of our clients work with us because after the implementation of the plan is where we separate ourselves from the average advisors. Customer Service is one of the areas we have found to be the most overlooked by many financial advisors and that's why we focus our efforts with our clients in that area.
Member Since: 2018