After years of being forced to sell products from one organization, Susan decided it was time for a change. She asked her clients what services they would like her to offer to make their lives better, and this is what they wanted:
- A financial professional who could explore the world of investment options to help them achieve their goals
- Someone to take their risk level and goals into account to help provide income and/or wealth management for them
- Diversified investments with multiple money managers and asset allocation
- Someone who would help them with insurance and financial matters
- Someone knowledgeable in estate planning issues
- Someone who would work with them in a tax-effective manner
- The ability to select how to compensate their financial advisor
It's my pleasure to help clients accomplish their goals.