I am a fee-only financial planner, which means that clients pay us to help maximize their wealth. My firm does not receive commissions, bonuses or incentives from other institutions for referring their services. I work comprehensively to integrate all facets of my client’s financial life. Further, I work as a adept coordinators when issues arise that require us to call on outside experts – from your team of trusted advisors or from our network of specialists in diverse disciplines.
Prelude Financial is a young and nimble, yet highly sophisticated wealth management firm with the belief that with the right guidance you can live your best financial future. I dig deep to understand my clients’ circumstances, concerns and goals, proposing answers to enhance your financial success. Providing unbiased advice focused on my client’s best interests, I sort the entire marketplace to recommend tailored solutions at the most reasonable cost.
I maintain a keen eye on the tax efficiency of your plan to improve the overall success of your planning. By integrating advanced tax planning with your financial plan we are able to look at all opportunities available to you to maximize your efforts.
I am only compensated by you. This transparent fee structure ensures I provide objective advice with your best interest in mind. I have no products to sell, receive no commissions and have no hidden fees.
Transparency is important when working with clients. Each client is provided access to see their entire financial picture at any moment they want to view it. By doing this you have access to see what actions are being taken to improve your finances at each stage of the work we are doing.