15760 Ventura Boulevard
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
For many, understanding every aspect of personal finance can be daunting. Just as great athletes have coaches, personal trainers and business managers who support, encourage and look out for them. My role is often to coordinate issues or be the financial quarterback.
Among my greatest value to clients is that I bring ideas to them while giving them an opportunity to ask questions so they can make informed decisions. This means showing all reasonably relevant options rather than ruling them out and may include professional services and products which I don't provide. I also return calls and do what I say I'll do. I started in the financial services and insurance business in 1980. I have an MBA with an emphasis in finance and taxation, and spend time and money keeping up-to-date in my profession.
Very few people in my business have my broad range of experience, knowledge and resources. My role can also be how to loosen rather than tighten one's budget. As part of our strategy, we seek to remove opinion and to scientifically tell the whole story.
Personally and through clients' experiences, I know what the future can hold - good and bad. I believe in treating clients like family, and I would do anything to prepare and protect my family.
My job is to educate and prepare my clients for the what-ifs of life. We'll all have the unexpected happen to us, things not going as planned. It’s just really hard for people to picture themselves in the future so it’s my role to be an advocate for who they’ll be 20 years from now.
As a member of the community for many years, I’m grateful and honored for the many clients who put their trust in me. They tell me they appreciate that I'm dependable, resourceful, forward-thinking, and knowledgeable. I take pride in knowing that I have helped many people pursue the type of financial future they hope to have. For more information about us and our services, please contact us.