Why Work With US
Impartial Recommendations: We maintain an independent relationship with the financial firms that we represent. We do not work with any company on an exclusive basis, nor do we work with companies that impose “production quotas” on us. Additionally our broker/dealer, Commonwealth Financial Network®, has no proprietary products or production quotas. Only financial consultants who work with an independent broker/dealer can honestly say they work only for their clients.
Advanced Resources: Knowledge is power. In today's fast-paced environment, there is so much information available in so many forms that it can be overwhelming and confusing. Proper interpretation and use of information is critical to success. We have state-of-the-art research and analysis tools at our disposal, along with an excellent research department available through Commonwealth Financial Network for advanced cases. This helps us analyze your financial situation and develop a meaningful financial strategy.
Professional Training: As an individual or business seeking financial guidance, you have a right to demand qualified professional help and a high standard of ethical conduct. The CERTIFIED FINANCIAL PLANNER™ certification identifies individuals who have met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards. Anyone can call himself a “financial planner,” but only those who have fulfilled the certification and relicensing requirements of the CFP® Board can use the certification mark.
Personal Attention: We strive to help you pursue your goals with confidence and conviction. This happens as we develop an understanding your unique perspective regarding your finances, and then work together to develop strategies to address your needs. By providing personal attention to you and your financial situation, we seek to develop a long-term relationship as your trusted financial consultant.