From Our Editors
What services does your business offer and what makes your business stand out from the competition?
The best financial planning today is probability based - calculating a degree of confidence based on your goals and situations. Your plan will be implemented by a degreed engineer who understands the math behind the plan and will implement it correctly.
What was the inspiration to start or run this business?
Starting more than 20 years ago when helping a family member who was taken advantage of by a major brokerage, my personal interest in that financial issue grew into my vocation.
What do you love most about your job?
1) Helping people achieve their financial dreams and 2) stopping them from being taken advantage of by unethical "experts".
What is the best reaction you've ever gotten from a customer?
My best feedback is when my clients refer me to their friends or, even better, their own family.