About My Practice
FSN provides services to a limited clientele that includes owners of professional practices, closely held businesses and corporate executives as well as retirees and widows. We understand the challenges busy, successful people face and are expert at identifying financial planning strategies that make sense to our clients, with the goal of helping keep assets secure, growing and as worry-free as possible. Without exception, our clients are capable business people and professionals who simply don't have the time, objectivity or expertise to create and implement all the components of a comprehensive plan.
FSN uses a four-step approach to develop strategic financial plans: introduction and preliminary assessment, information-gathering and goal setting session, recommendations and an annual review/update. Our job is to present our clients with the information they need to make the best possible decisions for their personal financial situation. We identify opportunities, create scenarios and present options that will meet their objectives, given their personal risk tolerance and financial situtation.
Our clients are always in control of the decision-making process and are never under any pressure or obligation to purchase a product from us.
I have more than 20 years of experience providing comprehensive financial planning and asset management.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: IL, Health/disability insurance: IL, Fixed annuities: IL, Variable annuities: IL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Financial Consultant (ChFC®)
- Other - Certified Investment Management Analyst (CIMA
Comprehensive Asst Management and Servicing Inc.
Considerations: Financial Planning and asset management are offered on a fee basis.
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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