These designations have prepared me to use all the best financial planning practices to act in my clients’ best interest as a fiduciary at all times:
Some of the areas that make me and Dunncreek Advisors different from other financial professionals are:
- I am always an advocate for his clients - a fiduciary Advisor. His financial planning advice is always focused on the client’s best interest.
- I get paid by clients - a fee-first advisor - which means I do not recommend products with high compensation to me or my firm.
- I only use time-tested wealth building strategies and comprehensive financial planning strategies to protect principal and reduce risk.
- I can work with clients to help them with a comprehensive financial plan or I can help them with asset management (many of my clients work with me on a combination of both services).
- My fees can be charged by the hour, as a flat project rate or as a percentage of the assets under my care.
I can help you address:
- Investing principles and strategies
- Retirement savings strategies
- Retirement income strategies
- Estate conservation issues
- Risk management analysis
I am here to answer your financial planning questions like:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
I have been serving clients since 2002. I can help you with most any financial planning issue because I've seen almost everything in my years helping clients. And, there is never a fee for an introductory meeting to get to know me and better understand your financial planning options.
