Highest Ethical Standards You Should Expect From a Financial Professional

It all started when…

I graduated college with approximately $100,000 in student loan and credit card debt. It was 2007, and the global economy was on the brink of the worst recession since the Great Depression. In the years since then, I’ve been fortunate to meet a series of mentors who have helped me achieve financial success.

During my professional career, I’ve witnessed that several of these financial opportunities were not made available to the average person by the financial advisor community. The barriers to entry were difficult and not easily offered to everyone. So called “fiduciary” financial advisors require either thousands of dollars of fees upfront, or require you to introduce $100,000 cash to be able to solicit their services of investing in the equities and bond markets. I believe that this arrangement has contributed to the wealth disparity between the rich, middle class and the poor.

As a Financial professional, our promise is to provide you with a different experience that is grounded in the highest ethical standards. Your financial success is our top priority. We understand that building wealth takes time and is not a short term achievement. We distinguish ourselves by providing financial education and strategies which are custom-tailored to your needs and lifelong goals. We are unbiased, have the right amount of flexibility and are not restricted to the stock and bond markets (what we call mainstream advice).

Don’t feel discouraged if you had received similar voicemails and/or rejection emails from other “Financial Advisors”. We want you to feel secure, and confident enough to put your trust in us knowing that you will never receive this type of treatment from this team.