As with life, a financial plan should be adaptable.
"Whether you have $500 or five million dollars, personal financial advice is paramount in planning for your future.
I believe that our Genesis Program provides everyone fair and direct access to that advice."
***Check the background of this investment professional FINRA's BrokerCheck***.
My strategies are as individual as you are.
I work with Decker Financial Group and Creative Financial Partners. We are independent agencies. As such, we don't make money selling proprietary products or one-size-fits-all strategies.
I'm free to look at your whole financial picture; not just parts of it. It starts during our first visit where I learn about you, your family, your goals and your dreams. From there, a plan is carefully crafted that addresses your assets, needs and risks.
You can be assured your best interests are my best interests.