About My Practice
We help a select group of individuals who are trying to find clear and simple solutions to their retirement income questions and makes smart decisions about their money. Our team of experts specializes in the accumulation, protection, and ultimate distribution strategies that transform a lifetime of accumulated assets into tax efficient income streams that will safely fund a lifetime of income. Our unique strategies help you to remain financially independent and focus your time on those areas that truly matter most. Unlike most financial firms our strategies are customized to fit the individual vision, values and goals unique to each of our clients and their family situations.
I have been a CFP ® since 1994. My practice has always specialized in helping families who have spent a lifetime accumulating assets,create a plan to protect them, and wisely spend those assets so they can remain financially independent.
We help our clients avoid the five risks of financial independence which are:
1. Longevity and withdrawal rate risk
3. Asset Allocation
4. Market Volatility
5. Rising health care cost.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Commonwealth Financial Network
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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