Experience

Money Concepts

• United States
• Financial Services
• 300 - 400 Employee

• President, Financial Advisor

  • Aug 2003 - Present

  I offer clients full-service wealth management including retirement planning, asset management and protection, cash flow management, insurance and investment management. As an independent advisor, I am not restricted to offer my clients any one set of products. Rather, I am able to choose from thousands of non-proprietary offerings. I look at a client’s portfolio and plan a strategy that strives to enhance it in terms of concepts rather than any particular product. I look at big-picture concepts and then select those products which are the best fit. I work to always be on top of the current economic climate globally and plan for how it will affect my clients’ portfolios. Show less