I've worked with Justin Boucher when he first started at Waddell & Reed and have followed him to Ameriprise, and Merrill Lynch. That speaks volumes as to how satisfied I've been with his work ethics and the performance of my financial investments.
We do investment portfolios using new dynamics. We offer portfolio design and money management, distinctly separate services, for better return and less risk.
Create an investment portfolio for life with our unique portfolio creations. We will create a diversified portfolio for you that will fit for your financial situation.
Wall Street is not part of our work as we have known it to be in the past. The costs will surprise you.
My business revolves around building and helping people. I am here to provide a complimentary Financial Needs Analysis in order to place a family on an improved path for the future if they desire.
I am available to sit at your kitchen table with your beautiful children and animals in order to be sure I provide you with a financially independent future. If I am unable to improve your financial future and situation, I don't deserve your business.