but I will make it my business to find out. I will ask you about your most
meaningful relationships, your greatest successes and most pressing concerns.
I will seek to understand what really matters to you: your family and friends,
your business and the people who work with you, your current realities and
hopes for the future. Because I believe that in superior financial security
planning, good questions outrank easy answers.
but I am privileged to work with people who do. I continually draw on the
collective expertise of my partners in Qualified Financialís Wealth Strategies
Group, including lawyers, accountants, and other professionals in the areas of
strategic financial security planning, tax minimization, wealth creation and
estate preservation. Because I believe that my value to you is not in making
wholesale recommendations, but in making sense.
until we have both developed a thorough understanding of your most
important values and priorities, and a relationship of mutual trust. I will
provide a structure to our discussions that will enable us to correctly identify
where you want to go, and the leverage to get there once we have agreed to
travel this road together. Because I believe that success in business is not about
making the sale, itís about making a difference.