“I help you define and seek to achieve your highest financial goals!”
INTRODUCTION
For nearly 20 years, I’ve helped my clients create & enjoy a well-planned retirement.
I’ve spent nearly two decades assisting people in creating and enjoying a well-planned retirement. I work with retirees and those approaching retirement. And, while my clients come from diverse backgrounds, one thing they all have in common is the realization that “it’s time to get serious.” I help you:
1. Create a steady, secure source of retirement income.
2. Protect and develop your assets through prudent management, allowing you to enjoy your money.
3. Reduce or defer taxes.
4. Protect your investments against a sharp market decline.
5. Create an understandable financial strategy that enables us to plan for the expected and prepare for the unexpected.
6. And secure your wealth by collaborating with your attorney and/or CPA to safeguard against what I refer to as “the 5-ds”: death, disability, divorce, disenchantment (burnout), and dementia.
FOCUS AREAS:
- Financial Planning
- Asset Management
- Asset Protection
- Protect Against What I Call, “The 5-Ds’: Death, Disability, Divorce, Disenchantment (Burnout), Dementia
RECOGNITIONS:
*FPA/Money Best Financial Planners 2024 – The list of Best Financial Planners was published September 19, 2024, based on data collected from as of July 17, 2024, in a questionnaire that was made available exclusively to all CFP® professional members of Financial Planning Association (FPA) in good standing. The data was tabulated by Money. While FPA members pay an annual membership fee to the FPA, payment of this fee and completion of the questionnaire did not guarantee or influence the probability of appearing on the list. No fee was paid to Money for participation. The list of Best Financial Planners is a collaborative effort of the FPA and Money intended to highlight financial planning professionals independently determined to possess the baseline skills, experience, and expertise most valued by clients who seek professional financial planning advice. Various qualitative and quantitative criteria were considered in developing the scoring system, including each participating planner’s education, length of professional experience, level of ongoing training, disciplinary history (or lack thereof) and professional credentials. Approximately 1,006 FPA members responded to the questionnaire. Being selected as a Best Financial Planner should not be construed to be a promise of any investment result or an endorsement by the FPA or Money and is not representative of the experience of any current or former clients. Clients and prospective clients should also consider that participation was limited only to CFP® professional members of FPA in good standing and did not include the entire universe of licensed financial planning professionals. For more information on the methodology used, please visit https://money.com/best-financial-planners/methodology/
