Broker Check

Personal Value Statement

“For 30 years clients have worked with me because I bring a deep faith and a high degree of integrity to a process of helping clients gain financial wisdom by giving them both knowledge and understanding surrounding their finances.”

What this means is I will do what I say and say what I’ll do. In the process of doing, I will act according to a set of principles and I will take responsibility for the strategies I offer.
The real benefit is clients will gain confidence in their ability to handle their finances, a loyalty to a financial process, and strengthen their financial future.

Process Value Statement

“My four cornerstone process is designed to help clients sort through and truly understand the vast financial knowledge available.”

What this means is that I will invest the time to understand the financial goals that are most important to my client.
The real benefit is that together, my client and I can make proper financial decisions in alignment with their goals and put successful strategies into effect.

Organizational Value Statement

“One of the ways I provide this service to the client is through my affiliation with SagePoint Financial.”

What this means is I have access to highly rated companies and highly respected specialists who can provide innovative strategies in the areas of finance.
The real benefit is through these relationships I can serve clients and their needs by providing a choice of quality companies, products, and services 

 

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.  With any investment vehicle, past performance is not a guarantee of future results.