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Our Values

Our Values


A Financial Planning Firm in Florida Committed to Serving You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Working with a trusted, experienced, and dedicated advisor is key. We have created three core values we incorporate in everything we do:

Trust

You should feel comfortable knowing your financial advisor is providing unbiased advice and personalized recommendations, and always have our clients’ best interests in mind. Together, through our affiliation with Kovack Securities, Inc., we will seek to offer the objectivity of working with an independent financial advisor, combined with the stability and strength to access the world's financial markets and a wealth of investment resources.

Competency

In an ever-changing industry, education is important, always looking for opportunities to expand our knowledge, and we believe there is always room for improvement. We never stop trying to improve, whether it’s staying up-to-date on market trends or pursuing continuing education. Just as education is important for us, it’s equally as important for our clients. We seek to enhance your experience working with us by offering you ongoing opportunities to learn about your financial strategies and how to pursue your goals. Through one-on-one conversations, we help clarify financial concepts and address your questions, targeting the most common concerns people face, such as safeguarding your retirement income, maximizing Social Security, and building long-term, sustainable wealth.

Care

We want you to feel confident knowing you have a dedicated advisor that genuinely cares about helping you address your financial needs. Not only do you want to trust your advisor and feel confident in his or her knowledge, but it’s also important to work with a professional who cares about you. We don’t want just to serve as an advisor who recommends investments. We strive to build authentic relationships and serve as a trusted guide on which you can rely for support throughout life’s milestones. To build caring relationships, we stay in frequent contact. During meetings, we take the time to learn about your life, not just your finances. We want to offer congratulations when you receive a job promotion, retire, or learn you have a baby (or grandchild) on the way. Most importantly, we want to be there for you to help you navigate through any obstacles you may face in pursuit of financial security.