Most of the folks I work with are fairly conservative investors, near or in retirement, who want to both grow their assets while also planning for when they will need income. My clients include farmers, small business owners, retirees, and ordinary, “salt of the earth” investors who aren’t necessarily looking to chase the hottest new trend, but want to know that they and their life savings will be ready when they’re ready, regardless of what life, the economy, and the markets throw at them.
Throughout our relationship, I am committed to:
- Delivering a high level of reliable service
- Establishing a foundation with conservative investments before venturing into riskier areas, consistent with your risk profile and objectives
- Maintaining periodic contact by phone or via e-mail
- Treating a $100,000 client the same way I treat a $10 million client
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.”