The 611 Group intends to provide complete financial planning in a relaxed, warm and inviting environment, to clients who are engaged in our process and value our partnership.
With a voice that is calm, caring and keeps things simple, we help our clients feel on course and not alone and aim to provide them with a focused confidence about their future through a process called The Advantage FORMula.
Having a solid partnership is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect these strategies. There is no winging it; our plan aims to ensure nothing is left to chance.
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize The Advantage FORMula, which is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
We are a wealth management firm primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
At the 611 group we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients to whom we are most suited.
Combining our financial savvy with our wealth management capabilities and insurance experience, we help clients plan for their future and pursue financial independence. By using The Advantage FORMula™, we are able to design custom financial strategies that address each of our clients’ specific needs.
The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
President & Advisor
Director of Client Experience
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