 | Investment |  | RetirementPlanning |  | Financial Planning |  | EstatePlanning |
We commit both spiritually and contractually to act with care, skill, prudence, and diligence putting your needs ahead of our own.
Being an independent office, we are not encouraged to sell a certain product or investment, so we have the freedom to create a financial plan that meets the specific needs of your unique story.
Life changes from year to year so your plan needs to match your changing needs.
You can feel confident that your advisor is looking at your particular needs, not the needs of a corporation.
Regardless of your net worth, you will know all of our clients are treated with individual customized focus.
You will experience a firm that contacts 100% of our clients every year for a review. Life changes and your financial path needs to reflect your current circumstances.
Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Lion Street Financial, LLC (LSF) and is not sponsored or endorsed by Lion Street Financial, LLC (LSF).
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The President's Club award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients."
Csenge ADV 2024 | Compass ADV 2024 |
Csenge CRS 2024 | Compass CRS 2024 |