HOW IT WORKS: At Texas Coast Financial Services, I am an independent advisor free from the influence of broker/dealer conflicts-of-interest. With no mandates to sell certain products, generate commission or win sales contests, the focus is solely on clients and their families. The process starts with questions to assess your current situation and how you want to live your life in the future. Next, your resources and needs are analyzed. We meet again to discuss recommendations and implementation. Finally, we plan to periodically review and make adjustments for market conditions and life changes to make sure we stay on track.
WHAT IT COSTS: Being dual-registered as a Investment Advisor Representative and Series 7 representative, means I can work in the best interests of the client on a fee-basis or in a traditional stockbroker relationship. A no-obligation “second opinion” review and pricing analysis is often a first step to determining how you can receive the most value for the price.
WHAT’S IN IT FOR YOU: On-going, objective advice from an experienced professional on a wide-variety of financial topics. My extensive knowledge and professional associations become a resource to help you sort out life’s important financial issues to focus on what is important to you and your family.