The changes we’ve seen this year are incredible — and no one knows what lies ahead. Changes in our lifestyles, changes in how we interact with friends and family, and of course, changes in the financial markets. However, today's investment climate also may offer unprecedented opportunities.
Asking someone to help manage your finances and money is a big step - you should feel comfortable with your financial advisor and trust him or her completely. My commitment to you and to your financial concerns has never been greater. Your interests will always come first, and our belief is that by serving you well, we will be successful. Integrity and trust are values that are essential in a personal, financial relationship, and we will strive to earn and live up to your trust.
When a financial plan is developed for you, it is developed with the knowledge that these kinds of events will occur from time to time. They will always look different, but their outcome is always the same. Our country and our markets will, as always, recover and prevail. If you have questions or if there is anything we can do to make you feel secure, please do not hesitate to reach out to us.
We set ourselves apart from other advisors and planners with our ongoing advice, resources, experience, client service, diversification and availability. We focus in on you, your life, and how your financial plan can help enable you to live your life and work toward what’s important to you.
Our process helps clients along the path to successfully achieving their life goals. Good financial planning involves more than a savings account or an investment security. Whether you're an individual, family, or small business owner, we will help to ensure that you are making the most of your assets.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on objective recommendations and impartial guidance. We're working hard to help turn your goals and dreams into REALITY!
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisor, LLC dba Goss Advisors, a registered investment advisor. GWM Advisors, LLC and Planningteam Financial Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, MN, ND, NV, SD & TX.