We Listen before We Speak
Herb Myles is a highly experienced financial planner with more than 25
years experience helping people achieve their financial objectives.
He begins by gaining an in-depth understanding of a client's personal
goals. Next, he considers their current situation from income, asset, and
tax perspectives. Alternatives are thoroughly analyzed and all
recommendations are then presented in clear, understandable language.
Clients can now choose a course of action with full information, and the
knowledge that they are free to opt for all, part, or none of the provided recommendations.
Other advisors, such as lawyers and accountants, are included in the process
as appropriate. Solutions are customized to accomplish specific
objectives, and meet the individuality of each client's personal circumstances.
Commission or fee for service, your choice.
To view Herbs Resume click here