Broker Check

Thank you for your inquiry regarding Financial Investments . 
I provide for Investment advise in your area. 

Dear Potential Client,

Thank you for your inquiry regarding investments on this web site.  I prefer to contact people by phone initially, but I have also found that communicating through the Internet via video and e-mail can be simpler and more convenient for most people these days. 

I would like to first summarize who we are and our philosophy in serving our clients.  We are INDEPENDENT advisor that represent literally hundreds of financial institutions. 

We feel that this is a significant advantage because it allows us to “shop the market” on behalf of our clients in order to secure a favorable solution for their particular need.  We have no obligation to recommend one financial institution over another. We work for the CLIENT- not for a financial institution.

Our approach to Financial Planning is Faith-based.
It's not about us... it's about YOU.

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