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Becoming a Client
Our goal as a team is to establish new and mutually rewarding
relationships with clients. There is no cost or obligation to
visit with us. We add value by reviewing your portfolio and developing
a financial plan that helps to meet your short- and long-term
goals. We make the process very easy and effective. By gathering
information and looking at your goals and expectations, we develop
a plan that is tailored to you. Looking at your risk tolerance
and time horizon's we can utilize mutual funds, individual stocks,
bonds,CDs, or a combination of all to help in your planning.
Our minimum account size is $25,000, although we will always
accept referrals from current clients.
We want all of are clients to know we will always help family
and friends, even if they don't meet the minimum.
Please click
here to set up a meeting.
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We offer a free review of your portfolio, which
will enable us to assist you in determining the appropriate investments
for you. Everyone has a different comfort level, and your portfolio
needs to be customized to meet your individual needs. Click
here to e-mail us for additional information.
Proud Sponsors of
Frank Opinion Show
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