I've learned the best way to answer this question is for us to talk. I’ll ask you a lot of questions and you can ask me just about any question you like. By doing this, I’ll be able to find out what your concerns and issues are and how I might be able to help you. And you'll be able to find out the things about me that you need to know.
The only sustainable basis for a genuinely successful relationship between a financial planner and his clients is mutual trust and respect.
You have to know that I will always tell you the unvarnished truth – what you need to hear rather than what you want to hear – and that I will always put your interests first.
That’s how I conduct my practice and my life. I don’t know any other way.
The best advice I can give you is to seek trustworthiness even more than competence. If that means you end up choosing another advisor, do so knowing that I sincerely wish you every success.
I can’t promise specific financial outcomes. I can only promise truth, transparency, and trustworthiness. And from these things, good things will surely follow.
How We Will Add Value
Imagine yourself retired, enjoying doing what you love - family time, travel, leisure, giving back, working on your Bucket List.
If you're ready, give us a call or send an email. We'd love to help you with what's important.
*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.