About My Practice
As a Certified Financial Planner and Chartered Financial Consultant, I work with busy, successful people by simplifying their financial lives. Through a detailed and comprehensive plan, we meet regularly to track their progress towards their goals. Our relationship is entirely geared towards my clients' personal needs and achieving their future financial success.
Whether you're approaching retirement or already retired, you face the increasingly complex challenge of planning for income to last throughout your lifetime. That's why it's important that you consider establishing a plan that encompasses all of your personal goals and clearly defines how you will reach them.
Together, we will address your financial objectives, such as:
- Determining your net worth
- Consolidating your assets for ease of tracking
- Analyzing your cash flow
- Maintaining an adequate cash reserve
- Reviewing your insurance needs
- Managing your taxes
- Investing through sophisticated asset allocation techniques
- Accumulating wealth for your specific goals such as education, starting a business, or the purchase of a second home
- Planning your retirement goals
- Leaving your legacy through estate planning
Utilizing my personal and professional experience provides each client with a wealth of knowledge necessary to achieve their goals. Affiliations with competent professionals such as attorneys, CPAs, insurance and investment companies greatly extend the depth of information available to meet each individual's unique needs.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA, Health/disability insurance: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA, Fixed annuities: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA, Variable annuities: NJ, PA, DE, AZ, FL, MD, LA, MN, OR, SC, WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Chartered Life Underwriter (CLU®)
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.