/ http://www.slideshare.net/images/logo.gif / 際際滷Share feed for 際際滷shows by User: abrownie https://cdn.slidesharecdn.com/profile-photo-abrownie-48x48.jpg?cb=1543430239 I partner with individuals, families and entrepreneurs to provide a comprehensive, client based approach in all areas of financial planning. By acting as a fiduciary, I give objective and unbiased advise based on my clients best interest. Many times my role for clients is much like a quarterback. When developing integrated, turn key solutions for a clients, I often find it necessary to procure caliber services from other professionals and coordinate their involvement in the planning process. I believe the most critical issue for people seeking financial advice is understanding who works for whom. In all of my client engagements, I provide them with a signed fiduciary oath. What I... linkedin