Why Choose Us?
Experience & Skill
When you choose my financial planning services, you benefit from obtaining comprehensive advice. Not only do you benefit from our team of highly qualified professionals but also from our network of financial experts with vast experience in numerous facets of financial planning.
Independence & Objectivity
We concentrate on meeting the needs and interests of our clients. My ability to choose from numerous companies when implementing a your plan allows for me to offer only solutions suitable for your unique situation. My independence is vital to delivering objective and unbiased recommendations.
With me managing your financial plan, you can spend less time doing research, analysis, and tracking. Spend more time enjoying the life you’ve earned.
At Empire South Financial, we are very selective about the clients for whom we work. Our goal is not to be all things to all people, but rather, to be all things to a few people. Before I take on a new client, I carefully gather information to ensure I am well suited to help them.
I am qualified to work with a vast array of investments due to my unique combination of licenses, registrations, education and experiences.
Whether your state of affairs is simple or complex, my goal is to find solutions suitable to your needs. My process takes a comprehensive approach to planning that incorporates both your insurance and investment needs. In addition, I offer my clients a variety of valuable services, including:
- Financial Planning
- Legacy, Estate, and Philanthropy Planning
- Tax Minimization Strategies
- Risk Management and Asset Protection