About My Practice
My practice is focused on personal comprehensive financial planning. This involves taking each client through the financial planning process: 1) Establishing financial goals and objectives, 2) Gathering data, 3) Processing and analyzing information, 4) Recommending a financial plan, 5) Implementing the plan, and 6) Monitoring the plan.
I am able to offer a wide selection of investment products and services, including low cost stock and bond brokerage, mutual funds, investment advisory services, qualified and non-qualified retirement plans, IRAs, estate planning, variable annuities, variable life insurance and unit investment trusts. I specialize in analyzing my clients' financial situation and coordinating the many financial products and services available today to help them reach their financial planning goals.
Planning for our future is more important than ever. Today's changing market and tax laws make it a challenge for people to understand their financial options. My goal is to make this process easier and help my clients develop a financial plan that is right for them.
I have been offering advice and helping people make the right financial decisions since 1987.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: AZ,NV,WA, Health/disability insurance: Arizonz, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Real Estate Sales
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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