I take time to know my clients. I want to understand their investment experience, their family concerns, financial goals, and dreams. I then apply various strategies that fit their financial needs and wants.
Part of that strategy is using the appropriate investment products. As an independent registered representative, I offer products from many different companies. Presenting solutions using quality companies is not difficult. However, selecting quality products requires many hours of due.. diligence. While many investment firms have passed the test of time, their newest products have not.