Our process begins with a thorough meeting to understand what your goals are, what investment experiences you’ve had, your priorities and what financial security means to you. Since we have an earnest desire to see the world through your eyes, we try to get to know you as best as possible. Next, we holistically evaluate your current situation and tailor your portfolio to align with your tolerance for risk, bearing in mind your desire for growth. We also review tax management strategies and identify any potential deficiencies in your current portfolio. Finally, we develop a dynamic financial plan so you feel confident you are headed in the right direction. We continue to walk with you every step of the way.
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We Provide a Wide Range of Services
Investments
- Financial planning, advisory & brokerage
- Mutual funds, ETFs, stocks & bonds, alternative investments
Insurance
- Term, Whole, Universal and Variable Life Insurance
- Fixed, Fixed-Indexed and Variable Annuities
Client Services
- Tailored investment advice for executives
- Retirement planning, tax-minimization
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The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Investment News will review nominees eligibility for the list based on the following criteria: demonstrated success and leadership in the financial advisory industry; the ability or power to effect change in the industry; exhibited a willingness to share her expertise with others in the field, including serving as a mentor or role model to other female professionals in the industry and speaking at industry events; and giving back to her community through such activities as sitting on boards, volunteering and donating time to help investors.