After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
2520 Manatee Ave W
Bradenton, Fl 34205
If I call, what should I expect?
Expect a friendly conversation!
I’ll want to know what your financial goals are, where you are at financially, and what you would like to accomplish by working with a qualified financial advisor.
After a discussion, we can decide if it makes sense to set up a complimentary disclosure meeting.
What happens at the disclosure meeting?
I go through a 21 point checklist to address your current financial position relative to your stated objectives.
I provide disclosure on what you have with a summary of strengths, weaknesses, opportunities and potential threats.
With analysis in hand we can determine if there is mutual value in working together.
Do you have to manage my investments for me to work with you?
My investment services for those near or in retirement offer a compelling advantage and of course I hope you would be willing to take an open-minded look.
If you prefer to manage your own investments I discuss how I can best provide investment recommendations that you can implement on your own.
Your office is far away. Can I still work with you?
Working with a financial advisor without having to drive to their office is actually very easy and convenient. Meetings can be done from the comfort of your home or office while we still see each other over the computer screen while simultaneously being able to review financial matters.
If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with me.