Planning today for your financial tomorrow. Since 1985.
If you are seeing this page, it was because a kind client referred you to me. Words cannot express what a compliment that is to me.
My Profile
The following document is my basic profile. It does little to persuade anyone to put their trust in me as so many have done since 2001. It does very little to say 'who I am or what I stand for' which is very difficult to abbreviate for anyone by any means.
What you may glean between the lines is a pattern of consistency. I was lucky enough to find this profession (and my wife, Cheryl) after my first life in Mechanical Engineering. I always wanted to find a way of providing value in my own business. What I do now feeds that desire. In fact, I feel it is why God put me here. I began this profession during a period known as the 'lost decade' (2000-2010) where many on their own did not have an investment philosophy that transcended the market outlook. It has been a great feeling to look back and see those clients that were able to hold on to the ark after viewing the alternative (laughs).
How we qualify new clients
I do not take on new clients 'off the street'. A new client must be referred and/or go through our application process to qualify for the title of 'FIC Client'. It is only fair to our current clients who have already said 'Yes' and need and want our professional attention. I follow this protocol to honor them and the ethics I have adopted from the credentials I have earned.
How to have best chance of success
Those before you who have gone through this process the correct way (with all their heart) have never once said they wished they had not gone through it. Everyone has their unique sack of rocks they carry around and many veterans of our process have felt the relief of offloading a few of those rocks they were carrying around. However, not near enough have done so. Not to knock the importance of a vacation, but most will spend more time planning a one-week vacation than attempt to plan a positive financial destination for their family (our most precious resource).
So, please, I encourage you to view the obligatory profile page below and continue with the qualification process to see what sets me apart. Just follow the links under my profile to start the process of becoming an FIC Client.
My Profile
The following document is my basic profile. It does little to persuade anyone to put their trust in me as so many have done since 2001. It does very little to say 'who I am or what I stand for' which is very difficult to abbreviate for anyone by any means.
What you may glean between the lines is a pattern of consistency. I was lucky enough to find this profession (and my wife, Cheryl) after my first life in Mechanical Engineering. I always wanted to find a way of providing value in my own business. What I do now feeds that desire. In fact, I feel it is why God put me here. I began this profession during a period known as the 'lost decade' (2000-2010) where many on their own did not have an investment philosophy that transcended the market outlook. It has been a great feeling to look back and see those clients that were able to hold on to the ark after viewing the alternative (laughs).
How we qualify new clients
I do not take on new clients 'off the street'. A new client must be referred and/or go through our application process to qualify for the title of 'FIC Client'. It is only fair to our current clients who have already said 'Yes' and need and want our professional attention. I follow this protocol to honor them and the ethics I have adopted from the credentials I have earned.
How to have best chance of success
Those before you who have gone through this process the correct way (with all their heart) have never once said they wished they had not gone through it. Everyone has their unique sack of rocks they carry around and many veterans of our process have felt the relief of offloading a few of those rocks they were carrying around. However, not near enough have done so. Not to knock the importance of a vacation, but most will spend more time planning a one-week vacation than attempt to plan a positive financial destination for their family (our most precious resource).
So, please, I encourage you to view the obligatory profile page below and continue with the qualification process to see what sets me apart. Just follow the links under my profile to start the process of becoming an FIC Client.
How to begin
To qualify for an initial meeting with me, please respond appropriately on our Contact Us page. You may also type the following into your browser:
http://FirstInvestmentCorp.com/Contact-Us.html
I will then send you the information to login to the "New FIC Prospective Client Qualification Application" to begin the process.
Thanks for your interest and I look forward to viewing your application soon!
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Please know that First Investment Corporation follows strict confidentiality guidelines regarding any information you provide us. To help secure your confidentiality, note that you should never divulge personal information in emails or follow links from suspicious sources. You may always call First Investment Corporation at 800-460-7526, (918)337-2045, (918)336-7526 or (918)336-PLAN to request validation regarding any communication that appears to be from us. You may view our privacy policy here.
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