Listen First. My initial goal is to first listen and understand my clients' unique situation in-depth, then provide recommendations and guidance to help achieve their goals.
Disciplined & Principled. I take a long-term view to investing and avoid taking unnecessary risk by creating a globally diversified, low cost investment strategy.
A Happy Retirement. Getting to and achieving a happy retirement is a process that must be carefully planned at every stage and it's what makes my process effective.
Protection that Matters. I help clients evaluate all their financial risk and develop strategies to either mitigate or manage such risk through insurance planning.