With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Financial Planner, Retirement Planning Specialist
"Experience...It's Worth It!"
My focus, first and foremost, is getting to know you - your dreams, goals, challenges, and values. Your life is often filled with family, business, philanthropic, social and other obligations that fill the hours in your days. Finding the time, resources, and knowledge to effectively plan and manage your financial life can be challenging at best and maybe a bit overwhelming at times. Having a trusted professional advisor to guide you, to help ask and answer the right questions, can provide relief and confidence. Clients often value my services as it helps to relieve some of the tasks and time for them to plan and manage their finances, allowing them to focus on other major goals.
Experienced at building relationships with several generations of clients, I can also help families best plan for meaningful positive financial impact across generations, while helping ease transitions for family members during difficult times. An approach that helps provide some degree of coordination among the generations - while addressing the unique needs of each generation - and maintaining appropriate confidentiality, may help increase the opportunity for a meaningful family legacy. I believe that information is useful only in the presence of knowledge, and knowledge is only truly powerful in the presence of experience and wisdom. The experience and wisdom I have in helping you plan for your financial future is where my value proposition comes to life!Combining my experience and passion for helping people become financially independent, I can help you create a "blueprint" for your financial future. Your blueprint covers the critical areas of Wealth Accumulation, Protection, Distribution, and Transfer. It is custom designed and built to provide you with confidence and freedom so you can pursue your true dreams and vision for your life!My philosophy to providing financial planning and advisory services to clients is based on three key beliefs:
All of my efforts are designed to result in a "win-win" situation, but I cannot win until my client wins first! With over 25 years experience in the financial services industry, I have depth and breadth of experience to help you meet your financial challenges and goals. I have helped many clients navigate a number of life experiences, and have guided them through to successful outcomes. I will work with your trusted advisors such as CPAs, Estate Planning Attorneys, and other specialists as needed to help ensure your "financial house" is structurally sound. Credentials: