A cornerstone of financial planning is the recognition that everyone’s economic life and situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
Damon has over 10 years of experience working with affluent individuals, professional athletes and families and their closely held entities. He holds the Series 7, 66 and Life and Health licenses. Please contact Damon to arrange a meeting.