Crown Wealth Strategies, El Paso Wealth Management Dipp Metzger CFP Certified Financial Planner

Lizzie Metzger is a registered representative of NYLIFE Securities LLC*. She is also a member of The Nautilus Group(r), a service of New York Life Insurance Company. New York Life has acknowledged her numerous times. Metzger is also a CERTIFIED FINANCIAL PLANNER(tm) and has master's degrees in Financial Services and an AEP(r). As a member of the Financial Planning Association, Metzger has specific areas of expertise. Modern technology has made life so simple. The financial industry has greatly benefited from technological advancements. Today, we can accurately identify risk factors and financial risks. Although software can enable us to evaluate various financial risks, we should not rely solely on it for advice. When we rely on technology, we lose the person's touch. We do not have to consider our clients' unique circumstances. We are also forced to offer expert advice. Crown Wealth Strategies aims to build a close relationship with our clients. Combining technological tools with client connections is key to success. Our perspective is that advisors should have access to both commission- and fee-based products. Customers may sometimes prefer a fee-based product like investment. Metzger is an agent of NYLIFE Securities LLC and a registered representative of NYLIFE Securities LLC. However, there are times when they can access commission-based products such as annuities or life insurance. The client does not need to purchase these products from a broker. They are more comfortable having a trusted advisor review them and provide professional advice to help them understand the details. It is the Metzger's goal to give available options to our clients without considering the amount of commission or payment she can earn.