I offer financial planning and comprehensive management of all financial issues for multiple generations of families, to retirees, and individuals in transition. Each has individual challenges, issues and solutions, and every client is unique in their circumstances, situation and objectives.
The financial strategies and plans I create and customize for each are designed to address a wide range of objectives, from education planning to retirement income planning to leaving a legacy. My approach to investing is straight-forward. I work with you and your goals to develop a future you desire - using a combination of strategic asset allocation as well as tactical allocation; keeping in mind that financial independence is a marathon and not a sprint.
I understand that you have many individual and/or teams of financial advisors to choose from when selecting to work with a financial advisor. I know that selecting a financial advisor is as personal a decision as choosing a doctor. After all, sharing where you money is invested, how much you save and the ways you spend discretionary assets can reveal a lot about your values. My clients trust me, they feel at ease sharing information that they may not share with friends and family. My clients realize that we truly have their best interest at heart.
With more than 23 years in the financial services industry, I have developed a practice that focuses specifically on your unique situation. Whether it’s working with multiple generations to conserve resources, helping retirees maintain their lifestyles or assisting individuals in managing major changes in their lives – at the heart of each decision is our personal relationship with you.
When you choose to work with me you can expect to receive a financial program that is tailored specifically to you. Throughout the process of the financial program, I aim to present you with easy to understand concepts and reasoning so that you know exactly where you stand in your financial program and your path to financial independence.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.