Exit Planning Institute - Find a CEPA

What separates successful from unsuccessful investors is not how much they accumulate, but whether or not they are able to live the way they desire throughout their lives. As a husband and the father of six children, I share the financial goals and challenges of many of my clients. As a financial advisor, I derive great satisfaction from seeing my clients' faces light up when they recognize that their dreams are attainable.

Partnership

I value developing lifelong partnerships with my clients. Understanding what is important to them and helping them pursue their passions provides a basis for our regular discussions.

Long-term

I choose to partner only with serious long-term investors who believe in living within their means and who think of money as a resource for accomplishing good.

Established process

We assess your risk tolerance and other factors to develop a financial strategy that is tailored specifically for you. We educate you on various types of investments and strategies to ensure you understand your options and are able to make good choices. Then, we partner together to monitor your progress and make adjustments to your strategy as needed.

To schedule an introductory meeting, please contact my business office administrator, Carla Hamm. Carla works closely with our clients and will be happy to find a time for us to get to know each other.

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Partnership

I value developing lifelong partnerships with my clients. Understanding what is important to them and helping them pursue their passions provides a basis for our regular discussions.

Long-term

I choose to partner only with serious long-term investors who believe in living within their means and who think of money as a resource for accomplishing good.

Established process

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