As your personal financial professional, I will:
♦ Help you clarify and define your goals
♦ Recommend solutions that fit your needs
♦ Deliver timely information
♦ Explain how changing financial conditions affect you
♦ Monitor your financial progress
♦ Make investment planning easier
Most of our clients are not large impersonal institutions. We manage life savings. The money we manage sends kids to college, builds a legacy and may assure a retirement income you won't outlive. We stay focused on our job by stating focused on you. We clearly understand our clients' aspirations and objectives. We strive to listen. We keep our input relevant and personal. We return phone calls, we meet personally and we keep our commitments. That's what we would expect of you if you were our advisor.
Our clients come to us through referrals from existing clients, some of which have been with Stephanie as their advisor since the 1980's. Stephanie works with intergenerational families, one family she has worked with over 30 years now covers 4 generations, from setting up a 529 plan for a newborn to funding long term care needs for the great-grandparents.
Our financial advisor is a CERTIFIED FINANCIAL PLANNERTM professional; a recognized and esteemed financial planning designation, indicating that the financial advisor has met the industry's most rigorous education, examination, experience and ethics requirements.
We appreciate your referrals, and thank you for your business!