About My Practice
The goal of financial planning is to improve your quality of life through financial fitness and financial independence. Good financial planning is a prerequisite to financial success. Because each client's resources, wants, and needs are unique, my approach to financial planning is a personal one, and I encourage my clients' complete involvement in the ongoing process of financial planning. By working together we can develop a financial plan to help you accomplish your goals. As your financial advisor I will assist you to identify your personal goals, take inventory of your financial resources, evaluate your alternatives, establish a realistic plan for your future, take appropriate action to implement your decisions, and monitor the results of your plan regularly. I am committed to your financial success.
Additionally, as a Certified Divorce Financial Analyst, I am able to help determine the short term and long term financial impact of a proposed divorce settlement. I can provide an objective viewpoint and provide expert advice about your special financial needs.
You may learn more about services by visiting my website
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: NH, VT, MA, CT, NY, Health/disability insurance: NH, VT, MA, CT, NY, Fixed annuities: NH, VT, MA, CT, NY, Variable annuities: NH, VT, MA, CT, NY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - MBA, CDFA
Cambridge Investment Research, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.