I must say that I’ve learned a tremendous amount about how to create and grow a successful business, but the most valuable lesson is to CARE.

Sure, I can be the best financial guru on the planet, but if you don’t trust me, and if you don’t see that I truly care for you, you’ll go elsewhere.  Caring is an important skill, and it takes much effort to master it.  Why?  Because to care, I must be unselfish about my own wants and desires, and I have found that if I quit worrying about my own well-being, and just focus on you, I will be rewarded.  I cannot out-give God.  It doesn’t make sense in my financial brain, or on a sheet of paper, but the more I focus on you guys, the more I am rewarded.  But, where does this all start?  It starts with TRUST.

I have built TRUST RELATIONSHIPS with my clients over time.  And once that foundation of trust is built, I am able to walk with you guys through your day-to-day lives, year after year, life-change after life-change, and because I come to know a bit about your goals and dreams, I am able to help guide you to achieve it, with the least minimal risk.

I’ve found that every potential client I meet with is SKEPTICAL because their life experiences have taught them to be skeptical of financial know-it-all’s who make all sorts of claims, but most simply want to lure you into buying or investing in the products or services that creates the most income for the financial guru.  Am I right?  Yes, I am.  So, how or why am I different from all the others?  BECAUSE I CARE.  Plain and simple, right?  I want to get to know you, your story, your goals, dreams and desires.  And only then am I able to properly guide you.  For you see, everyone’s financial life is customized to them.  There is no “one-size-fits-all” or “cookie-cutter” solutions.

Secondly, YOU WANT REALISTIC SOLUTIONS that you can use in everyday life.  Books are great, seminars, workshops, even software, and other tools, but realistic solutions are customized with you in mind.

Allow me to explain…

1) Early in life, you have few assets and much debt, and you need to protect your assets and your family from disaster, and a plan to get out of debt.

2) A bit later in left, you are ready to begin investing and saving for retirement.

3) And later in life, you are in the final years prior to retirement, and don’t need much protection because you’ve built a huge pile of cash, and you then need a plan walk with you throughout retirement.

So you see, there is no “one-size-fits-all” or “cookie-cutter” solution.  And you will need to have someone there to walk along-side you every step of the way.

YOU WANT A LIFELONG FINANCIAL PARTNER…THAT’S ME!!  All too often, I meet with folks, and after a few minutes, I realize I am being ‘sized-up’.  They are trying to gauge whether or not this is a job to me or my passion.  Let me set your mind at ease…I AM HERE TO STAY.  THIS IS MY PASSION, AND MY PURPOSE.

Logically, there is more to this list, and could potentially go on for hours, but that’s enough for now.  I would love to hear from you…to hear your comments to this blog…or to earn your business.