FAQs

  1. Who is your typical client?
    Our typical client is an individual in need of a long-term relationship with a professional advisor who will design, implement, monitor, and provide quarterly face-to-face performance review meetings. 
     
  2. How do you get paid?
    We are a fee-based broker. We are paid based on the dollars invested in a client's account, and this fee is our only charge to clients. When the client does well, we do well. When the client suffers, we suffer. 
     
  3. Are you willing to meet with new clients who have less than $500,000 to invest?
    Yes, we are open to meeting with different levels of investments. Please call to schedule a complimentary meeting so we can help build an investment plan that suits your needs and lifestyle.
     
  4. Who do you work for? 
    The client. As an independent Investment Adviser Representative of Commonwealth Financial Network®, we are completely independent, impartial, and will work diligently to meet your investment needs.
     
  5. Do you offer online account access?
    Yes; through the website, our clients will be able to access their accounts on a daily basis to monitor their investments.
     
  6. How can I set up a time to meet with you and discuss my financial needs? 
    Simply call the office, and my assistant will be happy to schedule a time we can meet. Or you can e-mail us at [email protected].