About My Practice
What is prompting you to seek financial advice? How many total dollars do you need to have accumulated by retirement for you to enjoy lifestyle you are expecting? Are you on track for where you want to be? Where is that? Will it be necessary for you to supplement your retirement with earnings? Are your expectations way off base? If you are within 7 years of retirement, you should know the answers to these questions. If you retired what would you be retiring to? 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™ practitioner with knowledge and expertise in those areas. Retirees who thoughtfully coordinate irreversible financial decisions, with the appropriate analysis and insight, are more likely to make decisions that achieve financial stability. If you are seeking a short term fiduciary relationship with a CFP®Practitioner for the purpose of preparing and conducting comprehensive or specific financial planning research and analysis absent of any conflict of interest or bias 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 offer fee-only short term fiduciary relationship for hourly comprehensive financial planning, analysis and research OR fee-only professional investment management services. I would receive commissions on placement of insurance products
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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