Anthony's main focus with each and every client that he serves is to put the client first. He wants to understand the big picture in each of his client's lives, provide meaningful and impactful solutions for each individual's needs and does so with truth and compassion. Through thorough and thoughtful discussion, Anthony takes a comprehensive approach to identifying goals, expectations, and concerns.
He then educates his clients on what they can be doing differently to make a positive impact on their future. At that time, he also helps his clients implement their investment strategy and make any adjustments along the way as needed.
He then educates his clients on what they can be doing differently to make a positive impact on their future. At that time, he also helps his clients implement their investment strategy and make any adjustments along the way as needed.
Services
Our approach to financial planning is based on common sense: the ability to ask the right questions, listen carefully, and offer solutions. We can help you develop an effective financial plan by a process of clarifying and stating financial goals and objectives; determining your current position in reference to your goals; planning and implementing action.
Reviews (2)
Eddie McIntosh
Aug 15, 2012
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I have peace of mind when I send my clients to Melanie. She goes into great depth to make sure that she has a full understanding of what your wants and needs are for your retirement. She is a natural problem solver and people person with years of experience, so being in the Financial Industry is perfect! She is a great asset to this community and highly recommended without question. Give her a call! -Eddie McIntosh, Focus 1 Insurance Group Inc.
Penny Herman
Aug 05, 2012
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Melanie brings the highest integrity, great intelligence and business acumen,and a natural warmth and compassion to all her dealings with her customers. In an area that for some people is daunting, Melanie makes you feel that you have an expert guide and facilitator to help you plan your finances so both your present and future needs are taken care of in the best possible way, I highly recommend Melanie’s services.
Penny Herman, StillwatersPeace Counseling
Penny Herman, StillwatersPeace Counseling
