We firmly embrace the belief of putting our clients first and working with them in an atmosphere characterized by trust, integrity, and mutual respect. These are the principles we rely on when we work with clients to develop a financial plan designed to meet their monetary goals and objectives.
Our client-first commitment to you begins by asking questions, listening to your responses, and learning what is important to you. We will work with you to develop a personalized, goals-based financial plan, taking into account your complete financial picture, investment time horizon while engaging a level of risk that is comfortable for you.
Life is ever-evolving, and together we will continuously monitor and adjust your financial plan as your needs and goals change or when opportunities in the markets present themselves.
We look forward to the opportunity to help you with your financial future.
We were drawn to Benjamin F. Edwards by their client-centered approach, and in 2019, we were honored by the opportunity to help establish an office for the firm in Naples along with our client service associate, Delfina Buenrostro.
Our three-person team has over 60 years of combined experience in the financial services industry. Since beginning our careers, we have all been passionate about educating clients and aiding them in the development of comprehensive financial plans that help them achieve their financial goals.
AREAS OF FOCUS
- Financial Planning Strategies
- Portfolio Management
- Education Planning Strategies
- Estate Planning Strategies
- Insurance Review and Needs Assessment
- Behavioral Coaching to Help Maintain a Focus on Goals
- Coordinating with your CPA and Attorney