About My Practice
What is prompting you to seek financial advice? Have you felt like a boat in the middle of the ocean facing the swells all alone? "Retirement" has taken a new form. What does it look like for you? What kind of lifestyle can you reasonably sustain? Many are not sure how best to approach transforming their retirement savings into a reliable stream of income or how to create an investment strategy that meets their needs in light of the current market environment. Addressing the continuous change in income tax, health care, estate tax, and investment tax laws from the context of Financial Planning is best approached with guidance from an astute Certified Financial Planner with knowledge and expertise in those areas. Retirees who coordinate irreversible financial decisions, with all information laid out, are more likely to achieve financial stability. IF YOU ARE SEEKING A FEE-ONLY,NO-PRODUCT PUSHING CFP® WHO PROVIDES UNBIAS, OBJECTIVE GUIDANCE, click the link to my website for more information! Fee-only financial planning analysis is offered for hourly or flat rate.
I have been engaged in providing comprehensive financial planning analysis and wealth management services since 1997.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65, 66
Life insurance: GA, Health/disability insurance: GA, Fixed annuities: GA, Variable annuities: GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Considerations: I specialize in Fee-Only, hourly comprehensive financial planning and analysis and fee-based asset management services (mininum account size applies)
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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