What We Do
We’re really excited about what we do for our clients.
Denise is a financial architect.
She helps her clients design and create their financial home.
This home represents their future dreams and aspirations, each room perhaps representing a personal goal or ambition. Then, and only then, we will look for the financial furniture to furnish this home. The furniture will give you the comfort that your goals and aspirations for you and your family will be achieved. What we find is that most clients come to us having bought some financial furniture elsewhere, and over the years, have accumulated different types of furniture, but none of it with any strategy or coherency.
This is bizarre; you would not buy furniture before you buy a home, would you? Yet, people do this with financial furniture. So, we’ll take a look at the financial furniture that our clients have bought and see if it fits into the financial home that we’ve designed. If it fits, we’ll keep it. But if it doesn’t, we’ll try to improve it. You probably wouldn’t put antique furniture in a modern contemporary house, would you? And, over time, both your home and your financial home will always need maintenance, and our clients must set aside the budget for this.
And, as time goes, so your life will change, as will your goals and aspirations. At such times, we will review the design of your financial home and see if it needs any changing, a little like building an extension to a home.
Occasionally, your circumstances will change so dramatically, that we need to redesign a new financial home. We intend to be with you throughout each of these stages, as your maintenance engineers.
We hope to design your next financial home to meet your goals and aspirations.
Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC. Blackridge Asset Management, LLC and Diversified Financial Solutions are separate and independent entities from Peak Brokerage Services, LLC. Member FINRA/SIPC
Investment products and services available only to residents of: AZ, CA, CT, FL, IL, MD, NJ, NY, NC, PA, VA, & MN. We are licensed to sell insurance products in the following states of: AZ, CT, FL, NJ, & NY.