About
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
I would like to take the “worry” of investing off your shoulders so you can live your life comfortably.
I understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all resources to help you pursue your goals.
I believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction. One of my primary goals is to develop a long-term, trusting relationship with you.
My firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore this website and the wealth of information offered. I offer personalized, hands-on service. I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. I focus on money management, as well as other issues that are critical to your financial well being.
