Providing financial planning and investment services since 2005. Discover how my wealth management process can help you.
Register Financial is employee-owned and managed and independent of the influence of a larger financial institution. Our advice is objective. We have the freedom and flexibility to utilize a variety of financial solutions on our clients' behalf.
My advisory services are provided on a fee-basis. Clients pay a quarterly advisory fee and accounts are managed free of commissions. This approach helps to alleviate the conflict of interest inherent in a transaction-based relationship.
As a registered investment advisor representative (RIAR) and CFP® professional, I am required by the Securities & Exchange Commission and CFP® Board to represent clients in a fiduciary capacity, putting their interests ahead of mine and my firm's.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO THE ACCURACY AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE SECURITY, COMPANY, OR INDUSTRY INVOLVED. THIS WEBSITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE INVESTMENT ADVICE, NOR SHOULD IT BE CONSIDERED A RECOMMENDATION TO PURCHASE OR SELL ANY PARTICULAR SECURITY OR IMPLEMENT ANY PARTICULAR INVESTMENT STRATEGY. WE RESERVE THE RIGHT TO MODIFY OUR CURRENT INVESTMENT STRATEGIES AND TECHNIQUES BASED ON CHANGING MARKET DYNAMICS OR CLIENT NEEDS. IT SHOULD NOT BE ASSUMED THAT ANY OF THE SECURITIES TRANSACTIONS, HOLDINGS OR SECTORS DISCUSSED WERE OR WILL PROVE TO BE PROFITABLE, OR THAT THE INVESTMENT RECOMMENDATIONS OR DECISIONS WE MAKE IN THE FUTURE WILL BE PROFITABLE. INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. THE STRATEGIES DISCUSSED HEREIN MAY NOT BE SUITABLE FOR ALL INVESTORS AND YOU ARE URGED TO DISCUSS THE SPECIFIC RISKS WITH YOUR ADVISER PRIOR TO INVESTING.
PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN ANY PERFORMANCE QUOTED. THE VALUE OF INVESTMENTS AND THE INCOME DERIVED FROM THEM MAY GO DOWN AS WELL AS UP AND ARE NOT GUARANTEED. YOU MAY NOT GET BACK THE AMOUNT YOU ORIGINALLY INVESTED.
WE ACCEPT NO LIABILITY FOR THE CONTENT OF THIRD-PARTY WEBSITES LINKED THROUGH THIS WEBSITE, OR FOR THE CONSEQUENCES OF ANY ACTIONS TAKEN ON THE BASIS OF THE INFORMATION PROVIDED, UNLESS THAT INFORMATION IS SUBSEQUENTLY CONFIRMED IN WRITING.
ADDITIONAL INFORMATION ABOUT THE RISKS CAN BE FOUND IN FORM ADV PART 2, WHICH IS AVAILABLE FREE OF CHARGE UPON REQUEST.