As a trusted partner of AmeriCU Credit Union, I have a strong history of working
with credit union members, their family and their friends. I've developed deep,
consultative relationships with my clients and helped them make sound financial
decisions that are consistent with their risk tolerance, investment timeline
and goals. Working together, we create a customized plan to help achieve three
key financial goals: 1) wealth accumulation during your working years, 2)
security and independence in your retirement, and 3) the transfer assets in the
most advantageous manner.
In today's fast paced world, many people do not have the
time, energy or desire to do adequate research, monitoring and management of
their investments. Additionally, when your net worth reaches a certain level
(generally $100,000 or more), your needs become more complex and often require
a higher level of service. A personalized management approach to your portfolio
may be the right choice for you. Here's a sampling of what you receive when you
choose professional management of your investments:
- Access
to institutional investment professionals
- Enhanced
diversification options
- Asset-based
fees rather than commission-based
- Timely,
action-oriented management of your wealth
If you'd like your portfolio to have the special attention
your investments deserve, then let's get together and discuss your unique
situation and your options.
I am a Registered Representative of CUNA Brokerage Services,
Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life
Insurance Company.
It's easy to get started. Please contact me for a no-cost,
no-obligation consultation.
