Frequently Asked Questions
What do you do?
Simply put, I will partner with you to help you progress towards the life you want using the money you have by optimizing your investments, insurance, and estate planning.
Who do you work with?
1) I only work with nice people.
What is your investment philosophy?
I believe that asset allocation and time invested in the markets to be the greatest drivers of return. I utilize low cost, highly diversified exchange traded funds from Vanguard and Black Rock almost exclusively.
How are you paid?
I operate strictly on a commission-free basis.
Are you a fiduciary?
Yes. All of the time.
Do you only work with clients locally?
No. While we are located in Bradenton, FL., we have grown by word-of-mouth to serve clients from here to Hawaii, and are equipped to easily meet with clients via Zoom.
Can you help me with insurance?
Absolutely. I can help you determine what you need and what you don't need.
What can I gain from working with an advisor?
What is a Chartered Financial Consultant?
A Charted Financial Consultant, like myself, has been through 8 college level courses that teach indepth on investing, retirement planning, taxes, insurance, estate planning and more.
Have other questions?
Give me a shout or schedule an appointment.