WHERE I’M COMING FROM, WHAT I BELIEVE

Fundamentally, I believe that you shouldn’t have to buy a financial product to get real financial planning. You shouldn’t have to wonder what investments someone else wants me to “push”. As an INDEPENDENT financial strategist and coach, I apply my years of investment insight, product knowledge, tax strategies, advanced technology, and good old-fashioned values.

Then I do the math. This final step allows me to focus on the best solutions and strategies for you. These tools provide you with powerful, yet simple answers to the most common questions. You will be able to retire with a strong, clear direction for your financial future.

I feel that a good financial strategy should have two key elements:
TIMELESS WISDOM, STRATEGIC APPLICATION

To accomplish this we apply the Laws of “Financial Gravity” (Timeless Wisdom). Like gravity, if you violate the laws because you are ignorant of them, because you choose to or even if you don’t believe they exist, you will reap the inevitable results.  How these laws are implemented (Strategic Application) will help you reach your goals.   

Most of the people I meet do not have any kind of financial strategy. I feel it is essential to have one, along with the right outlook. As the great Warren Buffett once said, “What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”

LOOK FORWARD TO IT
If you are like most people, you probably think that serious tax and financial planning sounds painful. Often, the hardest part is simply requesting an appointment. If you can do that – I can take you the rest of the way. I’m a Registered Investment Advisor who has been in this business since 1992 – and as a father and husband to a family of six, I understand how business and family financial issues can interrelate.

If you'd like to speak with me in person, I'll be happy to meet with you. An initial meeting with me is completely free of charge, private, and confidential. I'd welcome the opportunity to answer any questions you may have, get to know you, tell you more about myself, and find out if we'd make a good team. Feel free to call me or e-mail me today.

Disclaimer:
This website is intended to provide general information about our firm, our services and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We will only render investment advice, recommendations or services after the following conditions have been met:
1. Delivery of our form ADV Part II.
2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter with Pollock Advisory Group, Inc.
Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.