Nothing much! We'll still work to simplify the complex, work to benefit clients, and stay routed to our same core values. This move allows us to offer more to our clients.

My job is to find the best platform for our practice to serve our clients. I needed a partner that will help me grow (practically) and reach more people. That's what USA Financial is all about.

They've already been a good partner to me. The people focus on my practice without putting me into a box. They see the value in what I do for my clients and they support that. They will offer marketing support, strategic relationships, portfolio management technology, and more control inside of my own business. All these things should benefit you!

I'll likely need to collect some driver's licenses and get some signatures from you in order to make this transition. You'll be notified and involved in any changes. Clients shouldn't be concerned - I'll reach out to every person individually to talk you through it. And of course you're always welcome to email or call me!