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:
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:
work in a quiet and creative space ... for
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.