About My Practice
In my practice, I provide comprehensive services to clients:
- Debt Management (assist with credit cards, home loans, student loans)
- Budgeting (will assist you on establishing a budget that is appropriate for you)
- Insurance (life insurance, long-term care insurance)
- Investments (over 1,600 mutual funds to choose from to meet your needs, variable annuities)
- Education Planning (save for someone's education with tax-advantaged accounts)
- Tax-planning to help minimize your taxes (will even file your taxes)
- Retirement Planning (offer all forms of retirement plans)
- Estate Planning (wills and other estate documents produced by an attorney for low monthly fee)
A free, no-obligation Financial Needs Analysis can be provided to look at your entire financial picture.
Call or email us today -- we can meet weekends and evenings meetings to meet your schedule.
My business philosophy: I am in this business to accomplish your goals. Once learning about you and your goals, I can prepare a plan to help you meet those goals. Once the plan is presented, you will decide what (if any items) you wish to pursue -- I will never pressure you to purchase products or to complete your plan to financial freedom.
Experience
I have been employed in some area of financial planning since 1998. My education and work experience has given me expertise in all of the following areas:
- Investments
- Insurance Planning
- Taxes
- Retirement Planning
- Estate Planning
- Charitable Planning
In our practice, we can provide a wide range of financial planning services. You can choose to have us advise you on only one area of your finances, or we can be your one-stop-shop for your family and business finances. Call or email us today to set and appointment and see how we can make a difference in your finances.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: AL, GA, Health/disability insurance: AL, GA, Fixed annuities: AL, GA, Variable annuities: AL, GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Accredited Tax Advisor (ATA)
Broker-Dealer Affiliation
H.D. Vest Financial Services
Broker-Dealer Disclaimer
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
