We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
With over 15 years of experience in financial services, meeting the needs of my clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges my clients face:
- Striving for a secure financial future
- Supporting their families
- Determining the best strategy for income in retirement
My goal is to help reduce my clients’ stress around these financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:
- Strategies for managing retirement income & expenses
- Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401K’s and rollovers from retirement plans
- Strategies for managing financial risk
I believe ongoing education to expand my knowledge and expertise to provide my clients the best thinking and solutions available to meet their needs is an important component to my practice. I also believe informed clients make better financial decisions.
I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at my office 407-644-1041 or my cell 407-415-3486 or firstname.lastname@example.org