Isn’t financial planning complicated? Yes and no. Yes, there is a lot of information out there and yes, information changes on a continuous basis. For those of you with careers, families, hobbies, etc, it is difficult to keep up with all of the different aspects of your financial lives. However, financial planning is a lot easier than some of the things you do. I can’t imagine playing a saxophone, building a house, caring for a sick patient, or writing a computer program. For those things, I go to others. For financial planning, I hope you’ll come to me. My goal is to answer your real life financial questions with answers you can understand.
Treat Others as I Want to be Treated
People have a tendency to make things too complicated. I bet many of you have a “Code of Ethics” at your workplace. The Certified Financial Planning Community has such a code. It is a multi-page document outlining the proper conduct of a Certified Financial Planner. In addition, Congress has passed numerous laws detailing the requirements for investment advisors. All of these laws and codes aren’t worth the paper they are printed on if you are not dealing with an ethical advisor. It is impossible for a legislative body to impose good conduct on its citizens. I’m sure your grandparents and parents told you one simple thing growing up that summarized all the ethic laws around—“Do unto others as you would have them do unto you.” I have yet to see a law in the financial community that is not summarized by this simple, yet powerful sentence. I pledge to treat you as I would want to be treated if our roles were reversed.
I thank you for taking the time to read about how I will go about serving your needs. If you are still interested, please contact me and/or continue to peruse this website. The links on the left of this page contain much more about my specific services.