OUR UNIQUE VALUE
Stemming from my extensive financial training (i.e. M.B.A. Finance, 5 Years Corporate Finance), over my 28 years serving retail clients we have always focussed on a strategic based approach. This includes:
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Financial Planning
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Insurance Planning
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Tax and Estate Planning
HOWEVER: When our clients are asked what unique value we bring, they state "INDEPENDENT THOUGHT AND ACTION"
In this age of overwhelm, I regularly block time in my schedule to:
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work in a quiet and creative space ... for
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reading, thinking, writing, and learning about the investment landscape and how I plan to achieve our investment objectives ...
This is what I love to do.