Why Choose SFM
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. I recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle. Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows me to:
- Provide Comprehensive Wealth Management.
- Customize and monitor your portfolio.
- Provide periodic performance and goal reviews.
- Provide world economic updates and financial market reviews.
- Provide On-line Account View. Plan for Retirement Exit Strategies.
- Provide 401(k) position consulting.
- Assist with Estate, Insurance and Long-Term Care Planning.
If you would like any further information about fee-based asset management or other areas of investing, please don't hesitate to contact me.
*Nominal transaction charges may apply.