What I Believe
As a Military Pilot I was taught safety first. I believe this also applies to financial and investment planning. Controlling risk is one of the key aspects of what Capital Strategies Financial Corporation does for its clients.
Good navigation is essential to flying an aircraft. As a financial advisor I believe one of my key roles is to help CSFC clients determine, through financial and investment planning, a clear path to their financial goals.
As a Military Commander I learned the importance of delegation. This is why CSFC’s Strategic Alliances have become an important part of our clients’ available resources through these Capital Strategies Financial Corporation relationships.
Experience has a way of teaching us valuable lessons. The more you’ve lived, the more you know. Having gone through difficult situations on a personal basis, I understand the importance of careful planning and prudent investing. As a small business owner with a history of entrepreneurism, I respect the financial challenges we all face.
Capital Strategies Financial Corporation is an independent Registered Investment Advisor (RIA). As an RIA, my firm is bound to the fiduciary standard and must act in the best interest of its clients. I treat your funds as I would my own. This comes naturally to me. I believe my service and personal, individualized attention to my clients are the defining qualities that set me apart from my competition. I have always intentionally kept my client numbers small in order to forge a strong personal relationship with each client and give each portfolio the individual attention it deserves.
Success is not measured by performance statistics but rather by your success in achieving your goals, and your ability to sleep well at night knowing you’re in good hands.
I believe there are three things I must do to meet your satisfaction:
- Earn your trust
- Demonstrate both financial knowledge and service competence
- Align performance and risk to your financial goals
CSFC’s Mission: To partner with you to identify and help you achieve your lifetime financial goals through objective financial planning and investment management.
CSFC’s Purpose: To help you build, manage and preserve your wealth. To put your interests first, always. To act with integrity and honesty, and strive for excellence in every area of my practice.