We deeply respect and honor the unique individuality of every client that we work with. This leads us to spend a considerable amount of time to uncover and understand all of the facts and nuances of their lives. This 'discovery process" is conducted in the most professionally sensitive manner, in a non pressurized environment. We diligently protect the privacy and concerns of our clients in every step that we take with them. Our advice is delivered in a honest, coherent and unbiased fashion. Each relationship becomes intimate and solely focused on their needs and desires.
AWASH IN FINANCIAL INFORMATION ABOUT YOUR RETIREMENT
You face countless options for retirement for yourself and for your business. Some are quite sound in their design, others are not. You know that you need to make decisions, however the never-ending choices can be overwhelming and you maybe unsure of where to turn.
Suppose, though, that you had a time-tested advisor who sits on the same side of the table as you do.
FROM WALL STREET TO MAIN STREET
Our firm is well versed on what happens on Wall Street and how things really work on the "Street".
Equally important, during my many years as an advisor, I have built a host of relationships across the industry, with financial product providers, analytical experts, research firms, insurance professionals and other like minded business associates. this means that my clients can gain access to information and resources that they might not have access to.
Today, as an independent office, registered through Cantella and Co., Inc., I develop and render advice that is unbiased, comprehensive and holistic.
AS A"CONSULTANT", MY PRIMARY JOB IS SEARCH THE BROAD ARENA THAT COVERS THE INVESTMENT ADVISORY BUSINESS, TO FIND THE MOST APPROPRIATE SOLUTION FOR EACH AND EVERY CLIENT.
The outcome for my clients is a comprehensive and durable plan that guides them prudently through the shifts and movements of the financial world.
My services are primarily "fee based" there are never any surprises about how we are compensated for the work that we do. From the start of every relationship, we insist upon giving full disclosure and transparency.
Lastly, but very important, we steer our clients from the snares of short term thinking. Over the many years that I have practiced, I have lived through many market cycles, both up and down periods. This is why, as a firm, we stand fast on the belief that successful investing is always a long term endeavor. Decisions and and counsel are not skewed by the emotions of the moment.