Statement to Clients

The biggest compliment I can receive is being chosen as your financial advisor.

The biggest compliment I can receive is being chosen as your financial advisor. I believe all clients have a big picture vision and my responsibility is to offer advice that is good for the people I work with. A healthy financial program leads to a healthy lifestyle.

My passion is building positive and purposeful relationships. By being honest, flexible, and kind, we can accomplish our mission of less stress in our lives. I will work hard for you and develop solutions for your unique situation.

RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee, so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time.

It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information