I have personally experienced thousands of client appointments since I entered the financial services business right out of college in 1986. My interactions with clients represent a diverse cross section of all socio-economic levels and all market and economic conditions as well. My experiences and education have led me to believe that from a financial point of view our most important financial goal should be building our retirement assets because it is basically one of the only goals you can have in life that you can’t accomplish by taking out a loan. Because of these rich and sobering experiences I can easily identify why I do what I do as a CERTIFIED FINANCIAL PLANNER™ professional in this wonderful and challenging industry. I understand that the what and how I do what I do are similar throughout the industry, but that’s not the reason I get out of bed in the morning. Why I do what I do is the real motivating factor for success in my life and my business, and I believe that most families, retirees, business owners and foundations can relate:

• I am a competitor and there is a score kept.
• The challenges as a professional are both intellectually and emotionally stimulating.
• I get satisfaction from a job well done.
• I inspire positive behavior.
• I believe I aspire towards a noble cause and purpose.
• I share a mutual fondness and respect with those who surround me.
• I believe that success is results-based.
• It affords me scheduling flexibility for life’s priorities.
• I have genuine concern for the well-being of others.

In closing, it’s hard to imagine a family wanting to go through this economic jungle without the aid of a good financial advisor, accountant and attorney. I would welcome the opportunity to take the necessary steps to earn your trust and confidence in exploring your life’s goals, problems and challenges.

We welcome you to our professional family here at Capital Point Financial Group, LTD.

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