Menu
Menu
Menu
First we explore your strengths, weaknesses, short-term goals, long-term goals. We’ll look at where you are, where you want to be, and figure out how to get you there.
What’s the big picture for your finances? Have you worked with financial advisors in the past? What experiences have shaped how you think about money?
We’ll dissect your financial statements and documents to find out what we have, what we need, and what we don’t know. We’ll use that info to compare and contrast your current financial status with the future outcomes of our recommendations
We’ll put your financial plan into action!
We’ll continue to track the progress of your plan. We don’t just set it and forget it, we’ll continue to work with you as your financial situation changes and provide new recommendations so your plan grows with you.
Copyright 2022
Website Design & Branding by Carrboro Creative
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by secondary sources to provide information on a topic that may be of interest. These secondary sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America, Inc. Green Cedar Finance and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.