Managed money
Make your money work as hard for you as you did to earn it! Achieving financial independence is an important goal for many investors and professional money management is a key component to reaching that goal. As a financial advisor, serving clients in Sturgeon Bay, Door County and nationwide, my biggest challenge is keeping up with the ever changing financial industry. I am constantly expanding services and exploring new solutions to address the complex needs that arise. To help ensure I offer strategies that will achieve the objectives of the investors I work with, I often call in our firm's specialists - all of whom are seasoned planning professionals with the RBC Wealth Management Team - who multiply my experience and add great value to the process of building and preserving my client's wealth.
My business model begins with an initial client meeting,evaluation and profile. Once I know your risk tolerance, goals and objectives, I recommend the appropriate allocation into areas with proven success such as the RBC Guided Portfolios, Consulting Solutions, Tactical Asset Allocation - featuring Sage Advisory Service and RBC Advisor. Periodic evaluations and reviews determine whether we are on-track or need to make adjustments. One fixed annual fee covers the cost of professional management and eliminates commissions charges. It is this simplicity and regular communication that appeal to clients.
