Last week, a couple came to see me for a complimentary consultation. One of the comments they made was they assumed I had a group of products that I was connected to for their investment portfolio. As an independent Certified Financial Planner™practitioner, nothing could be further from the truth.

My first concern when working with anyone is planning. As the Daughter of a builder, I am used to blueprints. I put together the financial blueprint for my clients. Only after being comfortable with the planning do I move on to the investments. My firm does not hold or offer any “house” investments. I have the freedom to shop the market place for the lowest cost, best mix of investments available to help my clients achieve their goals.

After 29 years in business, I have learned that providing good, consistent service with no agenda but to make my clients successful in retirement, is the right path for me to walk on. All I have to “sell” is my years of education, experience, and a love of working with my clients to achieve their retirement goals. I proudly say “I am my product”.