About My Practice
Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our proprietary Confident Retirement® approach, we’ll find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:
1. covering essential expenses
2. assuring your lifestyle
3. preparing for the unexpected
4. leaving a legacy
And I’ll help you make adjustments as needed so you can retire on your terms.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: PA, NJ, NY, VT, FL, GA, IN, NE, Health/disability insurance: PA, NJ, NY, VT, FL, GA, IN, NE, Fixed annuities: PA, NJ, NY, VT, FL, GA, IN, NE, Variable annuities: PA, NJ, NY, VT, FL, GA, IN, NE
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC®
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.
Broker-Dealer Disclaimer
Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® and Columbia Management ® products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
