It’s easy for a financial advisor to say they provide value to their clients. An advisor relationship is based on the consultative services we provide to our clients, but it’s so much more. We are proud to say we treat our clients like family.
Planning for your financial future has become overly complicated, and quite often, very intimating. There are so many options and choices. Our goal is to simplify the process for you.
What makes Dale different?
One word sets Dale apart from others: LISTENING
Dale takes the time to listen. To you. To your unique circumstance. To your unique dreams and desires. To your unique situation. Only then can he provide a clear, unbiased recommendation and devise a comprehensive financial plan and help you put that plan into action.
Dale won’t know how to get you there until he knows where you want to go.
In order to deliver what clients want, Dale first needs to understand what they want. What truly sets Dale apart from the rest is he know what questions to ask and then pays attention to what his clients tell him. His motto is the “The client will always give you a roadmap to success if you just pay attention.”