How It Works
What is SMEAC?
SMEAC is a military acronym for organizing plans and operations. It transitions easily to the financial advisory process.
Situation
What is your current financial situation in terms of assets, income, savings and retirement plans?
Mission
What are your financial goals in terms of time and risk of principal?
Execution
How will our plan help you achieve your investment goal?
Administration
Client accounts are held at Charles Schwab.
Communication
How often and by what means to we communicate?
Start Your New Financial Journey Today
I am here to listen and advise you regarding decisions to help you achieve your goals.
My services include:
Portfolio
Management
Financial
Planning
