We provide comprehensive financial services in our practice. I like to say that I have not only a hammer, but a full tool box, to work on building your financial success. We will begin with a comprehensive assessment of your financial situation and goals, and then develop a sound financial plan (see attached financial assessment worksheet). Only then will we arrive at the right financial solution to meet your needs and goals.
I am an independent agent associated with the Thomas Voncille Financial Group , and I am not captive to any one company, product, or investment philosophy. I specifically work to help my clients achieve their goals by guiding them through “The 4 Steps to Financial Success.”
Contract with My Clients
My clients and I openly communicate. If you call me, I call you back. If I call you, you call me back.
You must have a need-I don’t sale or recommend a product to sale something. We work together to accomplish a goal.
My clients refer me. If I do good work, introduce me to your friends and family, and if needed, I’ll introduce you to other professionals, like attorneys for your Will or Trust.