Member/Community News

Going the "extra mile" for you on your financial journey, is simply how important you are to us. Navigating through all of the financial planning decisions of life is complex, no matter how smart you are, or who you rely on. Teaming up with honest, and experienced financial advisors can help make the road smoother and more rewarding, and aren’t you worth that! Statistics suggest that sound financial advice and service does matter. Based on behavioral studies, financial decisions are being made reactively as needs occurs. Being busy and productive often translates into a lack of time for most people, which may be detrimental to creating sound financial planning decisions. The financial industry is often guilty of reacting and marketing to its audience, thereby creating a new “cultural norm”, one which becomes the new accepted way of behavior. In our industry, transactions begin to replace consultative thinking; product commoditization begins to replace relationships and customization, which may all lead to financial outcomes that eventually fall short in helping individuals reach their financial goals. We refuse to accept the “herd mentality” as a viable financial solution, but rather rely on personalized financial planning and practices in our approach. At Asset Financial Service we are determined to develop a comprehensive plan and winning strategy that will translate into financial success for our clients! I began my career in the financial service industry at age 31 with two preschoolers, and little did I realize that the career path I chose would include a long and hard road of cold calling, prospecting and knocking on doors. My experiences involved client investment-servicing at well-known brokerage firms, marketing and sales of investment and insurance related products, as well as 401(k) plan administration; all of which became integral in my 27 year journey in helping others! I feel fortunate to have the opportunity and privilege to share these many valuable experiences with my clients, with the hopes that they may too benefit. Life is a journey with many roads to travel. At Asset Financial Services we are here to guide and direct you, to reach your financial goals and destination using accountability, attention to detail and active management. Its all about helping you create a better financial life !