Michael C. Cozier

At my practice’s inception, I was introduced to a potential client who was reluctant to meet as he felt confident in his current situation. We met for an introductory consultation, but parted ways without implementing anything. About one year later I received a call from him - his father had suddenly passed away leaving him with several inherited accounts and in need of guidance. I collaborated with an attorney and an accountant within our network to handle the entire process thus relieving our client of some stress. During this process, I was with the client every step of the way and at the end, he shared tears of relief and joy for all we had done.

As this client will attest, it is never too early to begin forming a relationship with a trusted financial advisor. As my practice has grown, I have made it my focus to build strong relationships with each of my clients so that they feel confident in their planning and reach our shared goal of achieving financial security.