913 South Church Street,
After a concept interview to see if my practice is the right fit for you and your financial needs, I develop an initial customized written financial plan that serves as a snapshot of your current financial situation then carefully analyze areas of needs and opportunities. This video (Get Retirement Ready ) previews that planning process. As an independent financial advisor, I then match strategies I feel are in your best interest. I then look for products that we can use to implement recommended strategies to help you preserve what you have worked hard for and build on your life goals. These products can include Stocks, Mutual funds and Alternative Investments, a wide variety of life insurance and annuity products as well as specific goal products such as college savings and Long-term care. I will update your plan annually, or as needed if you have a major life event, allowing your plan to continually grow in sophistication.
Over the years, I have developed referral relationships in areas outside of my services that I use to compliment my holistic approach to life planning such as estate planning attorneys, CPA’s and Property and Causality Agents to name a few.
It is my pleasure to serve and get to know each of my clients.
I will provide my 20 years of experience to guide you in creating and executing a financial plan that continually provides real time insight into your progress online or mobile application.
Work together to address current and future taxes through careful planning strategies.
Showing you how life insurance can be a useful tool for income replacement and within planning strategies.
Building a road map to retirement starts with a plan. Navigating through life transitions starts with a comprehensive financial plan and continues with real time updates that allows us to model possible changes the planning software we utilize is cutting edge technology to customize your experience. To visualize this, take a minute to watch this video. Get Ready for Retirement
I use my advanced training and over 20 years of experience to help you as you strive toward your survivorship and retirement income goals. You may need a simple term policy to get started or as your wealth grows, we may look at advanced strategies to fit the bill. Although complex modern insurance strategies take expertise, the potential benefits can be that last piece of the puzzle that brings everything together.
Tax-advantaged strategies if often top of mind. I use state of the art planning software to model ways to address your taxes over your lifetime. Let me evaluate your situation to develop a long-term tax-advantaged strategy.
Growing up in a home with a special needs loved one help lay the foundation for my continued support of the special needs community. I know caring for a special needs loved one can be ever changing and I understand the added level of complexity this brings. If you have a need for developing or updating your plan to take care of a special needs loved one, I, along with my referral professionals, can help guide you to a personalized plan with the extra care it deserves.
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