My Mission

 

As a professional in the financial services industry, I recognize that the amount of information and choices available today can be overwhelming. Many people are left unsure what steps they should take to secure their retirement, protect their family or business from disaster, or weather the challenges of our current economic environment.

My mission in working with clients is to help them take control of their financial future. I believe in building strong, ongoing relationships based on professionalism and trust. With my knowledge and commitment to service, I can help you take measurable steps toward financial independence.

While working together, my goal is to be transparent so we are on the same page at all times. To best address your unique circumstances, we will walk through this process together to design and then implement a financial strategy.

The first step is to start on a strong foundation, which is a mutual understanding of your overall financial goals. Based on that, we will take a comprehensive approach to weigh out the advantages and disadvantages of the different choices available. Finally, after we put your personalized strategy into motion, I will check in with you regularly to make sure that your plan stays on track.

I can provide a variety of financial products and services to help you build toward and achieve financial security. These include:

  • Portfolio Design and Asset Allocation
  • Fee-Based Professional Money Management
  • Retirement Income Planning
  • Mutual Funds
  • Traditional and Roth IRAs
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • College Savings Plans
  • Fixed and Variable Annuities
  • Life Insurance, Long-Term Care and Disability Insurance

To learn more about me and the work I do, you can send an email or call me for a no-obligation appointment. Thanks for visiting, and I look forward to working with you.